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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,867 | $82,288-75.9% | $68,794-71.1% | $134,509-85.2% |
| Participation rate | 31.3% | 75.1%-43.8pp | 69.0%-37.8pp | 81.2%-50.0pp |
| Annual return | -17.87% | -2.19%-15.7pp | -6.37%-11.5pp | 418.13%-436.0pp |
| Employer contribution / active EE | $104 | $3,301-96.8% | $2,656-96.1% | $4,741-97.8% |
| Participant deferral / active EE | $1,042 | $4,738-78.0% | $3,941-73.6% | $6,400-83.7% |
| Admin fee / account holder | $5,183 | $6,482-20.0% | $4,934+5.0% | $11,427-54.6% |