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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 | $53,931 | $138,078-60.9% | $125,363-57.0% | $134,509-59.9% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -19.42% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $550 | $5,245-89.5% | $4,815-88.6% | $4,741-88.4% |
| Participant deferral / active EE | $6,450 | $7,800-17.3% | $7,447-13.4% | $6,400+0.8% |
| Admin fee / account holder | $6,824 | $11,566-41.0% | $10,005-31.8% | $11,427-40.3% |