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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 | $37,249 | $44,850-16.9% | $60,547-38.5% | $59,633-37.5% |
| Participation rate | 61.4% | 59.5%+1.9pp | 68.0%-6.6pp | 68.7%-7.3pp |
| Annual return | 0.58% | 1074.14%-1073.6pp | 335.64%-335.1pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $149 | $1,462-89.8% | $2,419-93.8% | $2,203-93.2% |
| Participant deferral / active EE | $1,488 | $2,230-33.3% | $3,328-55.3% | $3,192-53.4% |
| Admin fee / account holder | $2,622 | $3,635-27.9% | $4,536-42.2% | $4,297-39.0% |