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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 | $139,320 | $138,075+0.9% | $123,552+12.8% | $135,379+2.9% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -6.65% | 153.70%-160.3pp | 119.20%-125.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $791 | $5,152-84.6% | $4,628-82.9% | $4,779-83.4% |
| Participant deferral / active EE | $2,420 | $6,800-64.4% | $6,426-62.3% | $5,609-56.9% |
| Admin fee / account holder | $764 | $10,917-93.0% | $9,285-91.8% | $10,828-92.9% |