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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 | $219,506 | $138,072+59.0% | $123,549+77.7% | $135,382+62.1% |
| Participation rate | 27.8% | 84.7%-57.0pp | 82.3%-54.5pp | 82.6%-54.9pp |
| Annual return | -1.61% | 153.69%-155.3pp | 119.20%-120.8pp | 519.77%-521.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,287 | $6,799-66.4% | $6,426-64.4% | $5,609-59.2% |
| Admin fee / account holder | $30,187 | $10,917+176.5% | $9,284+225.1% | $10,829+178.8% |