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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 | $105,916 | $138,078-23.3% | $125,363-15.5% | $134,509-21.3% |
| Participation rate | 65.2% | 84.5%-19.3pp | 82.4%-17.2pp | 81.2%-16.0pp |
| Annual return | -16.25% | 750.49%-766.7pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $451 | $5,245-91.4% | $4,815-90.6% | $4,741-90.5% |
| Participant deferral / active EE | $5,032 | $7,800-35.5% | $7,447-32.4% | $6,400-21.4% |
| Admin fee / account holder | $12,217 | $11,566+5.6% | $10,005+22.1% | $11,427+6.9% |