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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 | $90,011 | $168,635-46.6% | $147,617-39.0% | $125,389-28.2% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -2.57% | 77.65%-80.2pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $920 | $6,252-85.3% | $5,564-83.5% | $4,866-81.1% |
| Participant deferral / active EE | $2,080 | $5,507-62.2% | $4,895-57.5% | $5,352-61.1% |
| Admin fee / account holder | $322 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |