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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 | $55,647 | $138,076-59.7% | $123,553-55.0% | $135,380-58.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.03% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,176 | $6,800-9.2% | $6,426-3.9% | $5,609+10.1% |
| Admin fee / account holder | $1,378 | $10,917-87.4% | $9,284-85.2% | $10,828-87.3% |