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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 | $90,792 | $95,975-5.4% | $74,549+21.8% | $135,379-32.9% |
| Participation rate | 22.2% | 75.7%-53.4pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | -3.47% | 56.96%-60.4pp | 32.53%-36.0pp | 519.79%-523.3pp |
| Employer contribution / active EE | $131 | $2,716-95.2% | $1,961-93.3% | $4,779-97.3% |
| Participant deferral / active EE | $2,667 | $3,844-30.6% | $3,108-14.2% | $5,609-52.5% |
| Admin fee / account holder | $3,549 | $6,522-45.6% | $5,059-29.9% | $10,828-67.2% |