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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 | $18,326 | $138,102-86.7% | $125,381-85.4% | $134,532-86.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -13.00% | 750.73%-763.7pp | 572.31%-585.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $631 | $5,245-88.0% | $4,815-86.9% | $4,741-86.7% |
| Participant deferral / active EE | $3,702 | $7,801-52.5% | $7,448-50.3% | $6,401-42.2% |
| Admin fee / account holder | $1,129 | $11,568-90.2% | $10,007-88.7% | $11,429-90.1% |