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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 | $62,049 | $138,114-55.1% | $125,391-50.5% | $134,545-53.9% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -20.59% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,199 | $7,801-46.2% | $7,448-43.6% | $6,401-34.4% |
| Admin fee / account holder | $470 | $11,570-95.9% | $10,009-95.3% | $11,431-95.9% |