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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 | $49,596 | $82,678-40.0% | $125,391-60.4% | $68,490-27.6% |
| Participation rate | 65.4% | 75.1%-9.6pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $588 | $3,382-82.6% | $4,816-87.8% | $2,597-77.4% |
| Participant deferral / active EE | $3,949 | $6,111-35.4% | $7,448-47.0% | $4,028-2.0% |
| Admin fee / account holder | $4,618 | $6,277-26.4% | $10,009-53.9% | $5,403-14.5% |