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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 | $81,484 | $165,399-50.7% | $149,745-45.6% | $158,982-48.7% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $267 | $5,105-94.8% | $4,646-94.3% | $4,763-94.4% |
| Participant deferral / active EE | $2,499 | $7,183-65.2% | $6,843-63.5% | $5,983-58.2% |
| Admin fee / account holder | $3,704 | $10,811-65.7% | $9,312-60.2% | $11,252-67.1% |