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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 | $65,471 | $180,462-63.7% | $154,111-57.5% | $135,379-51.6% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | -3.11% | 888.17%-891.3pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $925 | $6,036-84.7% | $5,298-82.5% | $4,779-80.6% |
| Participant deferral / active EE | $5,557 | $5,806-4.3% | $5,081+9.4% | $5,609-0.9% |
| Admin fee / account holder | $1,660 | $16,145-89.7% | $13,411-87.6% | $10,828-84.7% |