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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 | $31,324 | $138,072-77.3% | $123,549-74.6% | $135,382-76.9% |
| Participation rate | 34.8% | 84.7%-50.0pp | 82.3%-47.5pp | 82.6%-47.9pp |
| Annual return | -9.20% | 153.69%-162.9pp | 119.20%-128.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $587 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $4,252 | $6,799-37.5% | $6,426-33.8% | $5,609-24.2% |
| Admin fee / account holder | $619 | $10,917-94.3% | $9,284-93.3% | $10,829-94.3% |