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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 | $64,840 | $131,835-50.8% | $108,582-40.3% | $273,972-76.3% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.6%-27.4pp | 83.0%-30.8pp |
| Annual return | 8.02% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $832 | $4,913-83.1% | $3,758-77.9% | $4,869-82.9% |
| Participant deferral / active EE | $3,618 | $5,127-29.4% | $4,311-16.1% | $5,287-31.6% |
| Admin fee / account holder | $1,055 | $10,253-89.7% | $7,645-86.2% | $10,133-89.6% |