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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 | $94,641 | $160,059-40.9% | $140,019-32.4% | $135,380-30.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -8.11% | 911.48%-919.6pp | 651.17%-659.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $934 | $6,420-85.4% | $5,605-83.3% | $4,779-80.5% |
| Participant deferral / active EE | $4,440 | $7,641-41.9% | $6,927-35.9% | $5,609-20.8% |
| Admin fee / account holder | $346 | $13,328-97.4% | $10,705-96.8% | $10,828-96.8% |