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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 | $91,346 | $135,645-32.7% | $110,243-17.1% | $135,379-32.5% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.8%-20.7pp | 82.6%-23.6pp |
| Annual return | -6.05% | 513.24%-519.3pp | 314.76%-320.8pp | 519.79%-525.8pp |
| Employer contribution / active EE | $831 | $4,907-83.1% | $3,827-78.3% | $4,779-82.6% |
| Participant deferral / active EE | $3,751 | $5,507-31.9% | $4,672-19.7% | $5,609-33.1% |
| Admin fee / account holder | $1,953 | $11,458-83.0% | $8,548-77.1% | $10,828-82.0% |