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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 | $89,035 | $133,981-33.5% | $112,249-20.7% | $134,532-33.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.37% | 47.16%-67.5pp | 27.48%-47.9pp | 418.27%-438.6pp |
| Employer contribution / active EE | $411 | $4,040-89.8% | $3,636-88.7% | $4,741-91.3% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $780 | $7,492-89.6% | $6,412-87.8% | $11,429-93.2% |