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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 | $62,545 | $91,537-31.7% | $130,045-51.9% | $75,173-16.8% |
| Participation rate | 55.6% | 71.5%-15.9pp | 78.5%-22.9pp | 67.2%-11.6pp |
| Annual return | 15.08% | -631.55%+646.6pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $406 | $2,845-85.7% | $4,321-90.6% | $2,671-84.8% |
| Participant deferral / active EE | $2,663 | $4,343-38.7% | $5,820-54.2% | $4,126-35.5% |
| Admin fee / account holder | $3,104 | $6,780-54.2% | $10,600-70.7% | $5,651-45.1% |