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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 | $131,948 | $160,059-17.6% | $140,019-5.8% | $135,380-2.5% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -5.86% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,331 | $6,420-79.3% | $5,605-76.2% | $4,779-72.1% |
| Participant deferral / active EE | $2,903 | $7,641-62.0% | $6,927-58.1% | $5,609-48.2% |
| Admin fee / account holder | $1,461 | $13,328-89.0% | $10,705-86.4% | $10,828-86.5% |