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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 | $67,396+35.3% | $60,919+49.7% | $134,545-32.2% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.1%-60.6pp | 81.2%-68.7pp |
| Annual return | -19.94% | 50.12%-70.1pp | 16.96%-36.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $288 | $3,101-90.7% | $2,704-89.4% | $4,742-93.9% |
| Participant deferral / active EE | $3,375 | $4,534-25.6% | $3,814-11.5% | $6,401-47.3% |
| Admin fee / account holder | $821 | $4,590-82.1% | $3,228-74.6% | $11,431-92.8% |