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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 | $34,084 | $138,076-75.3% | $123,553-72.4% | $135,380-74.8% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $400 | $5,152-92.2% | $4,628-91.4% | $4,779-91.6% |
| Participant deferral / active EE | $6,996 | $6,800+2.9% | $6,426+8.9% | $5,609+24.7% |
| Admin fee / account holder | $629 | $10,917-94.2% | $9,284-93.2% | $10,828-94.2% |