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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 | $77,600 | $168,635-54.0% | $147,617-47.4% | $125,389-38.1% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -2.03% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,104 | $6,252-82.3% | $5,564-80.2% | $4,866-77.3% |
| Participant deferral / active EE | $4,377 | $5,507-20.5% | $4,895-10.6% | $5,352-18.2% |
| Admin fee / account holder | $3,786 | $13,580-72.1% | $11,612-67.4% | $9,541-60.3% |