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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 | $84,000 | $135,639-38.1% | $110,241-23.8% | $135,382-38.0% |
| Participation rate | 39.1% | 83.5%-44.3pp | 79.8%-40.7pp | 82.6%-43.5pp |
| Annual return | -5.84% | 513.21%-519.0pp | 314.75%-320.6pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,373 | $5,507-56.9% | $4,672-49.2% | $5,609-57.7% |
| Admin fee / account holder | $1,162 | $11,457-89.9% | $8,548-86.4% | $10,829-89.3% |