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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 | $41,849 | $180,462-76.8% | $154,111-72.8% | $135,379-69.1% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -2.60% | 888.17%-890.8pp | 735.18%-737.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $1,248 | $6,036-79.3% | $5,298-76.4% | $4,779-73.9% |
| Participant deferral / active EE | $2,116 | $5,806-63.6% | $5,081-58.4% | $5,609-62.3% |
| Admin fee / account holder | $13,920 | $16,145-13.8% | $13,411+3.8% | $10,828+28.6% |