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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 | $52,502 | $91,537-42.6% | $130,045-59.6% | $75,173-30.2% |
| Participation rate | 49.1% | 71.5%-22.3pp | 78.5%-29.4pp | 67.2%-18.1pp |
| Annual return | 14.81% | -631.55%+646.4pp | -137.30%+152.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $556 | $2,845-80.4% | $4,321-87.1% | $2,671-79.2% |
| Participant deferral / active EE | $2,965 | $4,343-31.7% | $5,820-49.0% | $4,126-28.1% |
| Admin fee / account holder | $5,186 | $6,780-23.5% | $10,600-51.1% | $5,651-8.2% |