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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 | $59,134 | $180,459-67.2% | $154,108-61.6% | $135,380-56.3% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -2.23% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $252 | $6,035-95.8% | $5,298-95.2% | $4,779-94.7% |
| Participant deferral / active EE | $3,312 | $5,806-43.0% | $5,081-34.8% | $5,609-41.0% |
| Admin fee / account holder | $446 | $16,145-97.2% | $13,411-96.7% | $10,828-95.9% |