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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 | $103,209 | $138,076-25.3% | $123,553-16.5% | $135,380-23.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.40% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,508 | $6,800-19.0% | $6,426-14.3% | $5,609-1.8% |
| Admin fee / account holder | $6,173 | $10,917-43.5% | $9,284-33.5% | $10,828-43.0% |