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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 | $99,094 | $135,645-26.9% | $110,243-10.1% | $135,380-26.8% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -2.74% | 513.24%-516.0pp | 314.76%-317.5pp | 519.81%-522.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,741 | $5,507-50.2% | $4,672-41.3% | $5,609-51.1% |
| Admin fee / account holder | $3,316 | $11,458-71.1% | $8,548-61.2% | $10,828-69.4% |