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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 | $30,850 | $138,076-77.7% | $123,553-75.0% | $135,380-77.2% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -8.05% | 153.70%-161.7pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,405 | $6,800-64.6% | $6,426-62.6% | $5,609-57.1% |
| Admin fee / account holder | $489 | $10,917-95.5% | $9,284-94.7% | $10,828-95.5% |