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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 | $19,890 | $82,674-75.9% | $125,363-84.1% | $68,495-71.0% |
| Participation rate | 27.0% | 75.0%-48.0pp | 82.4%-55.3pp | 67.9%-40.9pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $492 | $3,382-85.5% | $4,815-89.8% | $2,596-81.1% |
| Participant deferral / active EE | $3,511 | $6,111-42.6% | $7,447-52.9% | $4,028-12.8% |
| Admin fee / account holder | $4,807 | $6,276-23.4% | $10,005-52.0% | $5,403-11.0% |