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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 | $72,919 | $138,114-47.2% | $125,391-41.8% | $134,545-45.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -18.61% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $841 | $5,246-84.0% | $4,816-82.5% | $4,742-82.3% |
| Participant deferral / active EE | $6,103 | $7,801-21.8% | $7,448-18.1% | $6,401-4.7% |
| Admin fee / account holder | $1,037 | $11,570-91.0% | $10,009-89.6% | $11,431-90.9% |