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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 | $115,392 | $138,076-16.4% | $123,553-6.6% | $135,380-14.8% |
| Participation rate | 21.7% | 84.7%-63.0pp | 82.3%-60.6pp | 82.6%-60.9pp |
| Annual return | -6.38% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $858 | $5,152-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $2,988 | $6,800-56.1% | $6,426-53.5% | $5,609-46.7% |
| Admin fee / account holder | $1,174 | $10,917-89.2% | $9,284-87.4% | $10,828-89.2% |