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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 | $32,272 | $91,525-64.7% | $130,026-75.2% | $75,181-57.1% |
| Participation rate | 61.4% | 71.4%-10.0pp | 78.5%-17.1pp | 67.2%-5.8pp |
| Annual return | 19.50% | -631.40%+650.9pp | -137.26%+156.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $725 | $2,844-74.5% | $4,321-83.2% | $2,671-72.9% |
| Participant deferral / active EE | $2,182 | $4,342-49.7% | $5,821-62.5% | $4,126-47.1% |
| Admin fee / account holder | $2,060 | $6,778-69.6% | $10,608-80.6% | $5,650-63.5% |