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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 | $77,874 | $180,466-56.8% | $154,114-49.5% | $135,382-42.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.75% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $842 | $6,035-86.0% | $5,298-84.1% | $4,779-82.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $779 | $16,144-95.2% | $13,411-94.2% | $10,829-92.8% |