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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 | $69,582 | $95,917-27.5% | $79,583-12.6% | $134,545-48.3% |
| Participation rate | 19.0% | 75.0%-56.0pp | 69.5%-50.4pp | 81.2%-62.2pp |
| Annual return | -2.39% | -2.70%+0.3pp | 0.16%-2.5pp | 418.37%-420.8pp |
| Employer contribution / active EE | $394 | $3,129-87.4% | $2,414-83.7% | $4,742-91.7% |
| Participant deferral / active EE | $3,423 | $4,694-27.1% | $3,986-14.1% | $6,401-46.5% |
| Admin fee / account holder | $456 | $9,132-95.0% | $6,835-93.3% | $11,431-96.0% |