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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 | $39,506 | $63,703-38.0% | $93,063-57.5% | $82,448-52.1% |
| Participation rate | 31.6% | 63.8%-32.2pp | 72.1%-40.5pp | 68.1%-36.4pp |
| Annual return | 13.33% | -775.43%+788.8pp | 34.15%-20.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $207 | $1,729-88.0% | $2,476-91.6% | $2,551-91.9% |
| Participant deferral / active EE | $1,828 | $2,919-37.4% | $3,958-53.8% | $4,139-55.8% |
| Admin fee / account holder | $31,334 | $5,982+423.8% | $6,033+419.4% | $7,234+333.1% |