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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 | $37,939 | $180,459-79.0% | $154,108-75.4% | $135,380-72.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -5.90% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $729 | $6,035-87.9% | $5,298-86.2% | $4,779-84.8% |
| Participant deferral / active EE | $2,682 | $5,806-53.8% | $5,081-47.2% | $5,609-52.2% |
| Admin fee / account holder | $553 | $16,145-96.6% | $13,411-95.9% | $10,828-94.9% |