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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 | $92,085 | $168,636-45.4% | $147,618-37.6% | $125,388-26.6% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,450 | $5,507-55.5% | $4,895-50.0% | $5,352-54.2% |
| Admin fee / account holder | $3,972 | $13,580-70.8% | $11,612-65.8% | $9,541-58.4% |