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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 | $84,402 | $138,114-38.9% | $125,391-32.7% | $134,545-37.3% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.9pp |
| Annual return | -1.20% | 750.88%-752.1pp | 572.41%-573.6pp | 418.37%-419.6pp |
| Employer contribution / active EE | $269 | $5,246-94.9% | $4,816-94.4% | $4,742-94.3% |
| Participant deferral / active EE | $2,545 | $7,801-67.4% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $5,417 | $11,570-53.2% | $10,009-45.9% | $11,431-52.6% |