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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 | $32,614 | $138,075-76.4% | $123,552-73.6% | $135,379-75.9% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -7.61% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $292 | $5,152-94.3% | $4,628-93.7% | $4,779-93.9% |
| Participant deferral / active EE | $3,521 | $6,800-48.2% | $6,426-45.2% | $5,609-37.2% |
| Admin fee / account holder | $1,529 | $10,917-86.0% | $9,285-83.5% | $10,828-85.9% |