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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 | $20,425 | $167,362-87.8% | $143,799-85.8% | $134,532-84.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.63% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,015 | $5,620-81.9% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $2,479 | $6,447-61.6% | $5,638-56.0% | $6,401-61.3% |
| Admin fee / account holder | $302 | $18,094-98.3% | $14,677-97.9% | $11,429-97.4% |