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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 | $37,454 | $91,525-59.1% | $130,026-71.2% | $75,181-50.2% |
| Participation rate | 44.8% | 71.4%-26.7pp | 78.5%-33.7pp | 67.2%-22.4pp |
| Annual return | 19.01% | -631.40%+650.4pp | -137.26%+156.3pp | 160.69%-141.7pp |
| Employer contribution / active EE | $712 | $2,844-75.0% | $4,321-83.5% | $2,671-73.3% |
| Participant deferral / active EE | $3,160 | $4,342-27.2% | $5,821-45.7% | $4,126-23.4% |
| Admin fee / account holder | $4,605 | $6,778-32.1% | $10,608-56.6% | $5,650-18.5% |