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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 | $180,332 | $138,078+30.6% | $125,363+43.8% | $134,509+34.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.81% | 750.49%-770.3pp | 572.15%-592.0pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,546 | $7,800+48.0% | $7,447+55.0% | $6,400+80.4% |
| Admin fee / account holder | $2,670 | $11,566-76.9% | $10,005-73.3% | $11,427-76.6% |