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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 | $54,850 | $75,962-27.8% | $154,108-64.4% | $64,173-14.5% |
| Participation rate | 31.6% | 70.4%-38.8pp | 83.0%-51.5pp | 69.6%-38.0pp |
| Annual return | -7.62% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $376 | $3,350-88.8% | $5,298-92.9% | $2,381-84.2% |
| Participant deferral / active EE | $1,122 | $3,175-64.7% | $5,081-77.9% | $3,470-67.7% |
| Admin fee / account holder | $412 | $5,589-92.6% | $13,411-96.9% | $4,887-91.6% |