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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 | $38,720 | $197,819-80.4% | $155,789-75.1% | $125,389-69.1% |
| Participation rate | 63.2% | 82.1%-18.9pp | 76.1%-12.9pp | 83.2%-20.0pp |
| Annual return | -1.10% | 86.73%-87.8pp | 71.54%-72.6pp | 282.24%-283.3pp |
| Employer contribution / active EE | $265 | $4,850-94.5% | $3,839-93.1% | $4,866-94.6% |
| Participant deferral / active EE | $1,711 | $5,631-69.6% | $4,798-64.3% | $5,352-68.0% |
| Admin fee / account holder | $362 | $9,544-96.2% | $7,477-95.2% | $9,541-96.2% |