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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 | $59,872 | $138,076-56.6% | $123,553-51.5% | $135,380-55.8% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -5.78% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $783 | $5,152-84.8% | $4,628-83.1% | $4,779-83.6% |
| Participant deferral / active EE | $4,384 | $6,800-35.5% | $6,426-31.8% | $5,609-21.8% |
| Admin fee / account holder | $2,846 | $10,917-73.9% | $9,284-69.3% | $10,828-73.7% |