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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 | $150,938 | $190,879-20.9% | $160,009-5.7% | $134,532+12.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -14.14% | 552.63%-566.8pp | 408.85%-423.0pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,000 | $6,924-13.3% | $6,183-3.0% | $6,401-6.3% |
| Admin fee / account holder | $159,138 | $10,495+1416.3% | $8,715+1726.1% | $11,429+1292.5% |