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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 | $217,307 | $138,102+57.4% | $125,381+73.3% | $134,532+61.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -13.93% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,222 | $7,801-33.1% | $7,448-29.9% | $6,401-18.4% |
| Admin fee / account holder | $1,958 | $11,568-83.1% | $10,007-80.4% | $11,429-82.9% |