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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 | $40,838 | $138,114-70.4% | $125,391-67.4% | $134,545-69.6% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -19.74% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $618 | $5,246-88.2% | $4,816-87.2% | $4,742-87.0% |
| Participant deferral / active EE | $7,584 | $7,801-2.8% | $7,448+1.8% | $6,401+18.5% |
| Admin fee / account holder | $739 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |