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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 | $23,980 | $134,001-82.1% | $112,258-78.6% | $134,509-82.2% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.28% | 47.15%-67.4pp | 27.47%-47.8pp | 418.13%-438.4pp |
| Employer contribution / active EE | $748 | $4,039-81.5% | $3,636-79.4% | $4,741-84.2% |
| Participant deferral / active EE | $1,801 | $5,291-66.0% | $4,728-61.9% | $6,400-71.9% |
| Admin fee / account holder | $1,921 | $7,491-74.4% | $6,411-70.0% | $11,427-83.2% |