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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 | $57,608 | $63,703-9.6% | $93,063-38.1% | $82,448-30.1% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.8pp | 68.1%-34.7pp |
| Annual return | 18.78% | -775.43%+794.2pp | 34.15%-15.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $281 | $1,729-83.8% | $2,476-88.7% | $2,551-89.0% |
| Participant deferral / active EE | $2,236 | $2,919-23.4% | $3,958-43.5% | $4,139-46.0% |
| Admin fee / account holder | $937 | $5,982-84.3% | $6,033-84.5% | $7,234-87.1% |