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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 | $75,520 | $138,072-45.3% | $123,549-38.9% | $135,382-44.2% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -6.67% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $608 | $5,152-88.2% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $4,438 | $6,799-34.7% | $6,426-30.9% | $5,609-20.9% |
| Admin fee / account holder | $1,098 | $10,917-89.9% | $9,284-88.2% | $10,829-89.9% |