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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 | $89,621 | $91,537-2.1% | $130,045-31.1% | $75,173+19.2% |
| Participation rate | 32.9% | 71.5%-38.6pp | 78.5%-45.6pp | 67.2%-34.3pp |
| Annual return | 20.56% | -631.55%+652.1pp | -137.30%+157.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $476 | $2,845-83.3% | $4,321-89.0% | $2,671-82.2% |
| Participant deferral / active EE | $2,781 | $4,343-36.0% | $5,820-52.2% | $4,126-32.6% |
| Admin fee / account holder | $8,916 | $6,780+31.5% | $10,600-15.9% | $5,651+57.8% |