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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 | $91,219 | $67,352+35.4% | $60,899+49.8% | $134,509-32.2% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.1%-60.6pp | 81.2%-68.7pp |
| Annual return | -19.94% | 49.99%-69.9pp | 16.92%-36.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $288 | $3,098-90.7% | $2,702-89.4% | $4,741-93.9% |
| Participant deferral / active EE | $3,375 | $4,539-25.6% | $3,817-11.6% | $6,400-47.3% |
| Admin fee / account holder | $821 | $4,585-82.1% | $3,225-74.5% | $11,427-92.8% |