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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 | $83,096 | $138,075-39.8% | $123,552-32.7% | $135,379-38.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.80% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $821 | $5,152-84.1% | $4,628-82.3% | $4,779-82.8% |
| Participant deferral / active EE | $7,897 | $6,800+16.1% | $6,426+22.9% | $5,609+40.8% |
| Admin fee / account holder | $3,478 | $10,917-68.1% | $9,285-62.5% | $10,828-67.9% |