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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 | $100,891 | $138,078-26.9% | $125,363-19.5% | $134,509-25.0% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -16.22% | 750.49%-766.7pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $656 | $5,245-87.5% | $4,815-86.4% | $4,741-86.2% |
| Participant deferral / active EE | $3,386 | $7,800-56.6% | $7,447-54.5% | $6,400-47.1% |
| Admin fee / account holder | $791 | $11,566-93.2% | $10,005-92.1% | $11,427-93.1% |