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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 | $51,169 | $82,674-38.1% | $125,381-59.2% | $68,486-25.3% |
| Participation rate | 59.5% | 75.1%-15.5pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $324 | $3,382-90.4% | $4,815-93.3% | $2,597-87.5% |
| Participant deferral / active EE | $2,945 | $6,111-51.8% | $7,448-60.5% | $4,028-26.9% |
| Admin fee / account holder | $1,053 | $6,277-83.2% | $10,007-89.5% | $5,404-80.5% |