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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 | $36,689 | $97,732-62.5% | $83,831-56.2% | $135,380-72.9% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -7.54% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $674 | $4,222-84.0% | $3,631-81.4% | $4,779-85.9% |
| Participant deferral / active EE | $1,236 | $4,683-73.6% | $4,082-69.7% | $5,609-78.0% |
| Admin fee / account holder | $4,339 | $6,675-35.0% | $5,479-20.8% | $10,828-59.9% |