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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 | $111,940 | $138,114-19.0% | $125,391-10.7% | $134,545-16.8% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -15.66% | 750.88%-766.5pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $911 | $5,246-82.6% | $4,816-81.1% | $4,742-80.8% |
| Participant deferral / active EE | $7,992 | $7,801+2.4% | $7,448+7.3% | $6,401+24.8% |
| Admin fee / account holder | $14,234 | $11,570+23.0% | $10,009+42.2% | $11,431+24.5% |