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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 | $33,690 | $138,078-75.6% | $125,363-73.1% | $134,509-75.0% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -20.26% | 750.49%-770.8pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,585 | $7,800-15.6% | $7,447-11.6% | $6,400+2.9% |
| Admin fee / account holder | $6,569 | $11,566-43.2% | $10,005-34.3% | $11,427-42.5% |