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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 | $105,595 | $138,075-23.5% | $123,552-14.5% | $135,379-22.0% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,843 | $6,800+0.6% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $1,171 | $10,917-89.3% | $9,285-87.4% | $10,828-89.2% |