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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 | $27,025 | $100,792-73.2% | $86,691-68.8% | $134,509-79.9% |
| Participation rate | 52.2% | 78.9%-26.8pp | 76.6%-24.4pp | 81.2%-29.1pp |
| Annual return | -17.85% | 29.08%-46.9pp | 35.94%-53.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $314 | $3,491-91.0% | $2,837-88.9% | $4,741-93.4% |
| Participant deferral / active EE | $3,144 | $5,339-41.1% | $4,656-32.5% | $6,400-50.9% |
| Admin fee / account holder | $602 | $10,924-94.5% | $7,492-92.0% | $11,427-94.7% |