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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 | $226,182 | $135,645+66.7% | $110,243+105.2% | $135,380+67.1% |
| Participation rate | 43.8% | 83.5%-39.7pp | 79.8%-36.1pp | 82.6%-38.9pp |
| Annual return | -2.03% | 513.24%-515.3pp | 314.76%-316.8pp | 519.81%-521.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,869 | $5,507-47.9% | $4,672-38.6% | $5,609-48.8% |
| Admin fee / account holder | $1,036 | $11,458-91.0% | $8,548-87.9% | $10,828-90.4% |