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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 | $100,440 | $138,078-27.3% | $125,363-19.9% | $134,509-25.3% |
| Participation rate | 36.8% | 84.5%-47.6pp | 82.4%-45.5pp | 81.2%-44.4pp |
| Annual return | -18.22% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,041 | $7,800-61.0% | $7,447-59.2% | $6,400-52.5% |
| Admin fee / account holder | $10,517 | $11,566-9.1% | $10,005+5.1% | $11,427-8.0% |