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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 | $26,035 | $138,075-81.1% | $123,552-78.9% | $135,379-80.8% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.29% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $627 | $5,152-87.8% | $4,628-86.5% | $4,779-86.9% |
| Participant deferral / active EE | $7,046 | $6,800+3.6% | $6,426+9.7% | $5,609+25.6% |
| Admin fee / account holder | $1,150 | $10,917-89.5% | $9,285-87.6% | $10,828-89.4% |