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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 | $125,095 | $138,102-9.4% | $125,381-0.2% | $134,532-7.0% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -15.39% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $903 | $5,245-82.8% | $4,815-81.3% | $4,741-81.0% |
| Participant deferral / active EE | $5,261 | $7,801-32.6% | $7,448-29.4% | $6,401-17.8% |
| Admin fee / account holder | $1,563 | $11,568-86.5% | $10,007-84.4% | $11,429-86.3% |