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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 | $97,984 | $138,076-29.0% | $123,553-20.7% | $135,380-27.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.92% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $578 | $5,152-88.8% | $4,628-87.5% | $4,779-87.9% |
| Participant deferral / active EE | $6,640 | $6,800-2.3% | $6,426+3.3% | $5,609+18.4% |
| Admin fee / account holder | $902 | $10,917-91.7% | $9,284-90.3% | $10,828-91.7% |