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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 | $59,297 | $100,805-41.2% | $86,698-31.6% | $134,532-55.9% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -16.32% | 29.09%-45.4pp | 35.95%-52.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $559 | $3,490-84.0% | $2,837-80.3% | $4,741-88.2% |
| Participant deferral / active EE | $6,012 | $5,339+12.6% | $4,656+29.1% | $6,401-6.1% |
| Admin fee / account holder | $453 | $10,925-95.9% | $7,493-94.0% | $11,429-96.0% |