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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 | $23,984 | $138,075-82.6% | $123,552-80.6% | $135,379-82.3% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -8.47% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $841 | $5,152-83.7% | $4,628-81.8% | $4,779-82.4% |
| Participant deferral / active EE | $4,774 | $6,800-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $1,066 | $10,917-90.2% | $9,285-88.5% | $10,828-90.2% |