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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 | $138,911 | $138,114+0.6% | $125,391+10.8% | $134,545+3.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -5.81% | 750.88%-756.7pp | 572.41%-578.2pp | 418.37%-424.2pp |
| Employer contribution / active EE | $821 | $5,246-84.4% | $4,816-83.0% | $4,742-82.7% |
| Participant deferral / active EE | $3,713 | $7,801-52.4% | $7,448-50.1% | $6,401-42.0% |
| Admin fee / account holder | $8,767 | $11,570-24.2% | $10,009-12.4% | $11,431-23.3% |