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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 | $84,728 | $138,072-38.6% | $123,549-31.4% | $135,382-37.4% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -5.78% | 153.69%-159.5pp | 119.20%-125.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $658 | $5,152-87.2% | $4,628-85.8% | $4,779-86.2% |
| Participant deferral / active EE | $3,919 | $6,799-42.4% | $6,426-39.0% | $5,609-30.1% |
| Admin fee / account holder | $1,664 | $10,917-84.8% | $9,284-82.1% | $10,829-84.6% |