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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 | $143,909 | $180,462-20.3% | $154,111-6.6% | $135,379+6.3% |
| Participation rate | 35.3% | 87.4%-52.1pp | 83.0%-47.7pp | 82.6%-47.3pp |
| Annual return | -7.92% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,003 | $6,036-83.4% | $5,298-81.1% | $4,779-79.0% |
| Participant deferral / active EE | $3,064 | $5,806-47.2% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $1,142 | $16,145-92.9% | $13,411-91.5% | $10,828-89.5% |