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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 | $111,995 | $180,459-37.9% | $154,108-27.3% | $135,380-17.3% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -4.25% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,136 | $6,035-81.2% | $5,298-78.6% | $4,779-76.2% |
| Participant deferral / active EE | $2,698 | $5,806-53.5% | $5,081-46.9% | $5,609-51.9% |
| Admin fee / account holder | $70,957 | $16,145+339.5% | $13,411+429.1% | $10,828+555.3% |