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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 | $42,790 | $138,078-69.0% | $125,363-65.9% | $134,509-68.2% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -20.58% | 750.49%-771.1pp | 572.15%-592.7pp | 418.13%-438.7pp |
| Employer contribution / active EE | $477 | $5,245-90.9% | $4,815-90.1% | $4,741-89.9% |
| Participant deferral / active EE | $4,584 | $7,800-41.2% | $7,447-38.5% | $6,400-28.4% |
| Admin fee / account holder | $1,530 | $11,566-86.8% | $10,005-84.7% | $11,427-86.6% |