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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 | $69,338 | $138,102-49.8% | $125,381-44.7% | $134,532-48.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -20.06% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $804 | $5,245-84.7% | $4,815-83.3% | $4,741-83.0% |
| Participant deferral / active EE | $3,377 | $7,801-56.7% | $7,448-54.7% | $6,401-47.2% |
| Admin fee / account holder | $3,465 | $11,568-70.0% | $10,007-65.4% | $11,429-69.7% |