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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 | $62,871 | $91,536-31.3% | $130,062-51.7% | $75,177-16.4% |
| Participation rate | 29.7% | 71.5%-41.7pp | 78.5%-48.8pp | 67.2%-37.5pp |
| Annual return | 25.95% | -631.62%+657.6pp | -137.37%+163.3pp | 160.75%-134.8pp |
| Employer contribution / active EE | $537 | $2,845-81.1% | $4,322-87.6% | $2,671-79.9% |
| Participant deferral / active EE | $3,595 | $4,343-17.2% | $5,821-38.2% | $4,126-12.9% |
| Admin fee / account holder | $1,381 | $6,780-79.6% | $10,601-87.0% | $5,651-75.6% |