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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 | $91,719 | $135,645-32.4% | $110,243-16.8% | $135,380-32.3% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -5.19% | 513.24%-518.4pp | 314.76%-319.9pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,954 | $5,507-46.4% | $4,672-36.8% | $5,609-47.3% |
| Admin fee / account holder | $5,096 | $11,458-55.5% | $8,548-40.4% | $10,828-52.9% |