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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 | $51,960 | $93,124-44.2% | $77,100-32.6% | $134,545-61.4% |
| Participation rate | 58.3% | 74.5%-16.2pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -19.11% | 62.68%-81.8pp | 42.35%-61.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $257 | $3,421-92.5% | $2,815-90.9% | $4,742-94.6% |
| Participant deferral / active EE | $1,462 | $5,242-72.1% | $4,430-67.0% | $6,401-77.2% |
| Admin fee / account holder | $2,936 | $6,970-57.9% | $5,443-46.1% | $11,431-74.3% |