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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 | $121,250 | $135,645-10.6% | $110,243+10.0% | $135,379-10.4% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -7.44% | 513.24%-520.7pp | 314.76%-322.2pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,868 | $5,507-29.8% | $4,672-17.2% | $5,609-31.0% |
| Admin fee / account holder | $407 | $11,458-96.4% | $8,548-95.2% | $10,828-96.2% |