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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 | $88,153 | $180,462-51.2% | $154,111-42.8% | $135,379-34.9% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -6.99% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $660 | $6,036-89.1% | $5,298-87.5% | $4,779-86.2% |
| Participant deferral / active EE | $2,124 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $3,188 | $16,145-80.3% | $13,411-76.2% | $10,828-70.6% |