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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 | $37,897 | $190,862-80.1% | $159,991-76.3% | $134,509-71.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -20.20% | 552.59%-572.8pp | 408.82%-429.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $377 | $4,995-92.5% | $4,225-91.1% | $4,741-92.0% |
| Participant deferral / active EE | $2,388 | $6,924-65.5% | $6,183-61.4% | $6,400-62.7% |
| Admin fee / account holder | $715 | $10,495-93.2% | $8,715-91.8% | $11,427-93.7% |