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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 | $56,673 | $82,674-31.4% | $125,363-54.8% | $68,495-17.3% |
| Participation rate | 61.0% | 75.0%-14.1pp | 82.4%-21.4pp | 67.9%-6.9pp |
| Annual return | -19.20% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $538 | $3,382-84.1% | $4,815-88.8% | $2,596-79.3% |
| Participant deferral / active EE | $19,779 | $6,111+223.7% | $7,447+165.6% | $4,028+391.1% |
| Admin fee / account holder | $14,151 | $6,276+125.5% | $10,005+41.4% | $5,403+161.9% |