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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 | $56,550 | $138,075-59.0% | $123,552-54.2% | $135,379-58.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.02% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $894 | $5,152-82.7% | $4,628-80.7% | $4,779-81.3% |
| Participant deferral / active EE | $2,414 | $6,800-64.5% | $6,426-62.4% | $5,609-57.0% |
| Admin fee / account holder | $369 | $10,917-96.6% | $9,285-96.0% | $10,828-96.6% |