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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 | $85,445 | $49,177+73.8% | $79,467+7.5% | $64,173+33.1% |
| Participation rate | 34.6% | 65.0%-30.5pp | 73.3%-38.8pp | 69.6%-35.0pp |
| Annual return | -3.87% | -1.16%-2.7pp | 718.30%-722.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,911 | $2,821-32.3% | $3,704-48.4% | $3,470-44.9% |
| Admin fee / account holder | $6,750 | $3,839+75.8% | $5,104+32.2% | $4,887+38.1% |