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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 | $159,756 | $135,645+17.8% | $110,243+44.9% | $135,380+18.0% |
| Participation rate | 60.9% | 83.5%-22.6pp | 79.8%-19.0pp | 82.6%-21.8pp |
| Annual return | -5.58% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,812 | $5,507+114.5% | $4,672+152.8% | $5,609+110.6% |
| Admin fee / account holder | $5,061 | $11,458-55.8% | $8,548-40.8% | $10,828-53.3% |