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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 | $52,813 | $82,674-36.1% | $125,381-57.9% | $68,486-22.9% |
| Participation rate | 59.0% | 75.1%-16.0pp | 82.4%-23.4pp | 67.9%-8.9pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $62 | $3,382-98.2% | $4,815-98.7% | $2,597-97.6% |
| Participant deferral / active EE | $2,761 | $6,111-54.8% | $7,448-62.9% | $4,028-31.4% |
| Admin fee / account holder | $945 | $6,277-84.9% | $10,007-90.6% | $5,404-82.5% |