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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 | $104,712 | $180,466-42.0% | $154,114-32.1% | $135,382-22.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -6.61% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $818 | $6,035-86.4% | $5,298-84.6% | $4,779-82.9% |
| Participant deferral / active EE | $9,189 | $5,806+58.3% | $5,081+80.9% | $5,609+63.8% |
| Admin fee / account holder | $1,466 | $16,144-90.9% | $13,411-89.1% | $10,829-86.5% |