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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 | $60,453 | $138,076-56.2% | $123,553-51.1% | $135,380-55.3% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -2.34% | 153.70%-156.0pp | 119.21%-121.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $871 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $3,414 | $6,800-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $10,733 | $10,917-1.7% | $9,284+15.6% | $10,828-0.9% |