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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 | $154,492 | $168,636-8.4% | $147,617+4.7% | $125,393+23.2% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -0.58% | 77.65%-78.2pp | 61.98%-62.6pp | 282.23%-282.8pp |
| Employer contribution / active EE | $607 | $6,252-90.3% | $5,565-89.1% | $4,866-87.5% |
| Participant deferral / active EE | $3,084 | $5,507-44.0% | $4,895-37.0% | $5,351-42.4% |
| Admin fee / account holder | $8,451 | $13,580-37.8% | $11,611-27.2% | $9,541-11.4% |