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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 | $49,278 | $91,537-46.2% | $130,045-62.1% | $75,173-34.4% |
| Participation rate | 56.0% | 71.5%-15.5pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 14.19% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $643 | $2,845-77.4% | $4,321-85.1% | $2,671-75.9% |
| Participant deferral / active EE | $3,291 | $4,343-24.2% | $5,820-43.5% | $4,126-20.2% |
| Admin fee / account holder | $18,855 | $6,780+178.1% | $10,600+77.9% | $5,651+233.7% |