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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 | $40,315 | $105,867-61.9% | $90,760-55.6% | $134,532-70.0% |
| Participation rate | 35.0% | 78.3%-43.3pp | 75.7%-40.7pp | 81.2%-46.2pp |
| Annual return | -18.72% | -10.99%-7.7pp | -12.16%-6.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $339 | $3,464-90.2% | $2,922-88.4% | $4,741-92.8% |
| Participant deferral / active EE | $2,943 | $5,217-43.6% | $4,565-35.5% | $6,401-54.0% |
| Admin fee / account holder | $942 | $13,936-93.2% | $8,444-88.8% | $11,429-91.8% |