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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 | $71,322 | $168,635-57.7% | $147,617-51.7% | $125,389-43.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $396 | $6,252-93.7% | $5,564-92.9% | $4,866-91.9% |
| Participant deferral / active EE | $3,921 | $5,507-28.8% | $4,895-19.9% | $5,352-26.7% |
| Admin fee / account holder | $324 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |