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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 | $27,500 | $91,537-70.0% | $130,045-78.9% | $75,173-63.4% |
| Participation rate | 43.8% | 71.5%-27.7pp | 78.5%-34.8pp | 67.2%-23.5pp |
| Annual return | 52.80% | -631.55%+684.3pp | -137.30%+190.1pp | 160.72%-107.9pp |
| Employer contribution / active EE | $635 | $2,845-77.7% | $4,321-85.3% | $2,671-76.2% |
| Participant deferral / active EE | $2,312 | $4,343-46.8% | $5,820-60.3% | $4,126-44.0% |
| Admin fee / account holder | $1,266 | $6,780-81.3% | $10,600-88.1% | $5,651-77.6% |