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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 | $55,990 | $138,102-59.5% | $125,381-55.3% | $134,532-58.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -19.55% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $823 | $5,245-84.3% | $4,815-82.9% | $4,741-82.6% |
| Participant deferral / active EE | $6,425 | $7,801-17.6% | $7,448-13.7% | $6,401+0.4% |
| Admin fee / account holder | $1,577 | $11,568-86.4% | $10,007-84.2% | $11,429-86.2% |