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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 | $49,606 | $131,835-62.4% | $108,582-54.3% | $273,972-81.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 8.69% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $588 | $4,913-88.0% | $3,758-84.4% | $4,869-87.9% |
| Participant deferral / active EE | $5,143 | $5,127+0.3% | $4,311+19.3% | $5,287-2.7% |
| Admin fee / account holder | $6,013 | $10,253-41.3% | $7,645-21.3% | $10,133-40.7% |