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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 | $79,186 | $135,639-41.6% | $110,241-28.2% | $135,382-41.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -7.81% | 513.21%-521.0pp | 314.75%-322.6pp | 519.77%-527.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,373 | $5,507-2.4% | $4,672+15.0% | $5,609-4.2% |
| Admin fee / account holder | $861 | $11,457-92.5% | $8,548-89.9% | $10,829-92.0% |