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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 | $94,470 | $138,075-31.6% | $123,552-23.5% | $135,379-30.2% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -7.30% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $614 | $5,152-88.1% | $4,628-86.7% | $4,779-87.2% |
| Participant deferral / active EE | $2,979 | $6,800-56.2% | $6,426-53.6% | $5,609-46.9% |
| Admin fee / account holder | $1,032 | $10,917-90.6% | $9,285-88.9% | $10,828-90.5% |