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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 | $227,792 | $135,645+67.9% | $110,243+106.6% | $135,380+68.3% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | -7.69% | 513.24%-520.9pp | 314.76%-322.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $608 | $4,907-87.6% | $3,827-84.1% | $4,779-87.3% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,672+54.1% | $5,609+28.4% |
| Admin fee / account holder | $1,244 | $11,458-89.1% | $8,548-85.5% | $10,828-88.5% |