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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 | $51,186 | $67,411-24.1% | $91,004-43.8% | $70,126-27.0% |
| Participation rate | 57.4% | 71.4%-13.9pp | 75.6%-18.2pp | 69.5%-12.1pp |
| Annual return | 19.48% | -40.16%+59.6pp | 4.60%+14.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $96 | $1,786-94.6% | $2,456-96.1% | $2,343-95.9% |
| Participant deferral / active EE | $1,923 | $2,823-31.9% | $3,548-45.8% | $3,332-42.3% |
| Admin fee / account holder | $1,058 | $4,236-75.0% | $5,417-80.5% | $4,645-77.2% |