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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 | $24,370 | $49,177-50.4% | $79,467-69.3% | $64,173-62.0% |
| Participation rate | 29.1% | 65.0%-35.9pp | 73.3%-44.2pp | 69.6%-40.5pp |
| Annual return | -6.90% | -1.16%-5.7pp | 718.30%-725.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $160 | $2,076-92.3% | $2,800-94.3% | $2,381-93.3% |
| Participant deferral / active EE | $917 | $2,821-67.5% | $3,704-75.2% | $3,470-73.6% |
| Admin fee / account holder | $1,868 | $3,839-51.4% | $5,104-63.4% | $4,887-61.8% |