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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 | $59,969 | $61,125-1.9% | $94,057-36.2% | $87,485-31.5% |
| Participation rate | 35.5% | 64.1%-28.6pp | 73.3%-37.9pp | 68.9%-33.4pp |
| Annual return | 15.42% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $52 | $2,136-97.6% | $2,933-98.2% | $2,596-98.0% |
| Participant deferral / active EE | $882 | $3,260-72.9% | $4,709-81.3% | $4,274-79.4% |
| Admin fee / account holder | $1,679 | $5,629-70.2% | $7,244-76.8% | $7,775-78.4% |