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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 | $145,224 | $180,462-19.5% | $154,111-5.8% | $135,379+7.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -5.86% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $773 | $6,036-87.2% | $5,298-85.4% | $4,779-83.8% |
| Participant deferral / active EE | $5,109 | $5,806-12.0% | $5,081+0.6% | $5,609-8.9% |
| Admin fee / account holder | $4,340 | $16,145-73.1% | $13,411-67.6% | $10,828-59.9% |