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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 | $138,709 | $138,078+0.5% | $125,363+10.6% | $134,509+3.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -14.53% | 750.49%-765.0pp | 572.15%-586.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $731 | $5,245-86.1% | $4,815-84.8% | $4,741-84.6% |
| Participant deferral / active EE | $4,615 | $7,800-40.8% | $7,447-38.0% | $6,400-27.9% |
| Admin fee / account holder | $1,185 | $11,566-89.8% | $10,005-88.2% | $11,427-89.6% |