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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 | $37,684 | $135,645-72.2% | $110,243-65.8% | $135,380-72.2% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.8%-14.6pp | 82.6%-17.4pp |
| Annual return | -5.48% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $415 | $4,907-91.5% | $3,827-89.1% | $4,779-91.3% |
| Participant deferral / active EE | $5,661 | $5,507+2.8% | $4,672+21.2% | $5,609+0.9% |
| Admin fee / account holder | $1,945 | $11,458-83.0% | $8,548-77.2% | $10,828-82.0% |