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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 | $35,925 | $138,078-74.0% | $125,363-71.3% | $134,509-73.3% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.5pp | 81.2%-33.4pp |
| Annual return | -20.25% | 750.49%-770.7pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $712 | $5,245-86.4% | $4,815-85.2% | $4,741-85.0% |
| Participant deferral / active EE | $4,353 | $7,800-44.2% | $7,447-41.5% | $6,400-32.0% |
| Admin fee / account holder | $1,241 | $11,566-89.3% | $10,005-87.6% | $11,427-89.1% |