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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 | $158,025 | $88,596+78.4% | $70,098+125.4% | $134,509+17.5% |
| Participation rate | 57.9% | 74.9%-17.0pp | 70.5%-12.6pp | 81.2%-23.3pp |
| Annual return | -20.74% | 442.67%-463.4pp | 190.76%-211.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,189 | $4,772-12.2% | $3,849+8.8% | $6,400-34.5% |
| Admin fee / account holder | $12,769 | $10,441+22.3% | $6,266+103.8% | $11,427+11.8% |