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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 | $49,498 | $61,815-19.9% | $97,295-49.1% | $80,959-38.9% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.7%-7.7pp |
| Annual return | 12.68% | -558.73%+571.4pp | 75.62%-62.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $27 | $1,836-98.5% | $2,723-99.0% | $2,757-99.0% |
| Participant deferral / active EE | $3,728 | $3,027+23.2% | $4,264-12.6% | $4,300-13.3% |
| Admin fee / account holder | $3,407 | $5,166-34.0% | $5,646-39.7% | $6,925-50.8% |