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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 | $32,594 | $138,114-76.4% | $125,391-74.0% | $134,545-75.8% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -14.32% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $742 | $5,246-85.9% | $4,816-84.6% | $4,742-84.3% |
| Participant deferral / active EE | $2,969 | $7,801-61.9% | $7,448-60.1% | $6,401-53.6% |
| Admin fee / account holder | $1,080 | $11,570-90.7% | $10,009-89.2% | $11,431-90.6% |