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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 | $112,010 | $160,059-30.0% | $140,019-20.0% | $135,380-17.3% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -6.52% | 911.48%-918.0pp | 651.17%-657.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,540 | $7,641-53.7% | $6,927-48.9% | $5,609-36.9% |
| Admin fee / account holder | $889 | $13,328-93.3% | $10,705-91.7% | $10,828-91.8% |