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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 | $135,077 | $190,879-29.2% | $160,009-15.6% | $134,532+0.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.86% | 552.63%-569.5pp | 408.85%-425.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $416 | $4,995-91.7% | $4,225-90.2% | $4,741-91.2% |
| Participant deferral / active EE | $8,401 | $6,924+21.3% | $6,183+35.9% | $6,401+31.2% |
| Admin fee / account holder | $1,829 | $10,495-82.6% | $8,715-79.0% | $11,429-84.0% |