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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 | $113,141 | $160,059-29.3% | $140,019-19.2% | $135,380-16.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.26% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,060 | $6,420-83.5% | $5,605-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $3,735 | $7,641-51.1% | $6,927-46.1% | $5,609-33.4% |
| Admin fee / account holder | $636 | $13,328-95.2% | $10,705-94.1% | $10,828-94.1% |