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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 | $65,030 | $63,924+1.7% | $108,582-40.1% | $55,167+17.9% |
| Participation rate | 44.1% | 74.3%-30.2pp | 79.6%-35.5pp | 69.0%-24.9pp |
| Annual return | 8.33% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $218 | $1,879-88.4% | $3,758-94.2% | $1,963-88.9% |
| Participant deferral / active EE | $2,410 | $3,067-21.4% | $4,311-44.1% | $3,054-21.1% |
| Admin fee / account holder | $1,530 | $618+147.7% | $7,645-80.0% | $504+203.7% |