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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 | $54,424 | $91,525-40.5% | $130,026-58.1% | $75,181-27.6% |
| Participation rate | 39.2% | 71.4%-32.3pp | 78.5%-39.3pp | 67.2%-28.0pp |
| Annual return | 16.97% | -631.40%+648.4pp | -137.26%+154.2pp | 160.69%-143.7pp |
| Employer contribution / active EE | $192 | $2,844-93.3% | $4,321-95.6% | $2,671-92.8% |
| Participant deferral / active EE | $2,009 | $4,342-53.7% | $5,821-65.5% | $4,126-51.3% |
| Admin fee / account holder | $1,910 | $6,778-71.8% | $10,608-82.0% | $5,650-66.2% |