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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 | $21,908 | $138,076-84.1% | $123,553-82.3% | $135,380-83.8% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -6.97% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $253 | $5,152-95.1% | $4,628-94.5% | $4,779-94.7% |
| Participant deferral / active EE | $3,279 | $6,800-51.8% | $6,426-49.0% | $5,609-41.5% |
| Admin fee / account holder | $3,505 | $10,917-67.9% | $9,284-62.2% | $10,828-67.6% |