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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 | $76,908 | $91,536-16.0% | $130,062-40.9% | $75,177+2.3% |
| Participation rate | 45.3% | 71.5%-26.2pp | 78.5%-33.2pp | 67.2%-21.9pp |
| Annual return | 12.96% | -631.62%+644.6pp | -137.37%+150.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $231 | $2,845-91.9% | $4,322-94.6% | $2,671-91.3% |
| Participant deferral / active EE | $2,132 | $4,343-50.9% | $5,821-63.4% | $4,126-48.3% |
| Admin fee / account holder | $5,234 | $6,780-22.8% | $10,601-50.6% | $5,651-7.4% |