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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 | $41,107 | $138,078-70.2% | $125,363-67.2% | $134,509-69.4% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.50% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $757 | $5,245-85.6% | $4,815-84.3% | $4,741-84.0% |
| Participant deferral / active EE | $4,739 | $7,800-39.2% | $7,447-36.4% | $6,400-26.0% |
| Admin fee / account holder | $4,810 | $11,566-58.4% | $10,005-51.9% | $11,427-57.9% |