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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 | $27,399 | $61,787-55.7% | $97,197-71.8% | $80,925-66.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.7%-3.7pp | 67.7%+1.4pp |
| Annual return | 13.45% | -558.16%+571.6pp | 75.47%-62.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2 | $1,836-99.9% | $2,723-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $1,788 | $3,027-41.0% | $4,263-58.1% | $4,299-58.4% |
| Admin fee / account holder | $817 | $5,170-84.2% | $5,637-85.5% | $6,940-88.2% |