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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 | $103,891 | $180,462-42.4% | $154,111-32.6% | $135,379-23.3% |
| Participation rate | 47.6% | 87.4%-39.8pp | 83.0%-35.4pp | 82.6%-35.0pp |
| Annual return | -7.03% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,021 | $5,806-48.0% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $686 | $16,145-95.7% | $13,411-94.9% | $10,828-93.7% |