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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 | $37,065 | $167,362-77.9% | $143,799-74.2% | $134,532-72.4% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -18.28% | 0.47%-18.8pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $567 | $5,620-89.9% | $4,952-88.6% | $4,741-88.0% |
| Participant deferral / active EE | $2,135 | $6,447-66.9% | $5,638-62.1% | $6,401-66.6% |
| Admin fee / account holder | $473 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |