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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 | $138,078-9.4% | $125,363-0.2% | $134,509-7.0% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -15.39% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $903 | $5,245-82.8% | $4,815-81.2% | $4,741-81.0% |
| Participant deferral / active EE | $5,261 | $7,800-32.5% | $7,447-29.4% | $6,400-17.8% |
| Admin fee / account holder | $1,563 | $11,566-86.5% | $10,005-84.4% | $11,427-86.3% |