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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 | $178,137 | $138,114+29.0% | $125,391+42.1% | $134,545+32.4% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -20.11% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,820 | $7,801-38.2% | $7,448-35.3% | $6,401-24.7% |
| Admin fee / account holder | $2,657 | $11,570-77.0% | $10,009-73.5% | $11,431-76.8% |