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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 | $42,837 | $138,075-69.0% | $123,552-65.3% | $135,379-68.4% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -4.54% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $806 | $5,152-84.3% | $4,628-82.6% | $4,779-83.1% |
| Participant deferral / active EE | $5,920 | $6,800-12.9% | $6,426-7.9% | $5,609+5.5% |
| Admin fee / account holder | $2,754 | $10,917-74.8% | $9,285-70.3% | $10,828-74.6% |