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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 | $141,966 | $138,078+2.8% | $125,363+13.2% | $134,509+5.5% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -4.66% | 750.49%-755.1pp | 572.15%-576.8pp | 418.13%-422.8pp |
| Employer contribution / active EE | $771 | $5,245-85.3% | $4,815-84.0% | $4,741-83.7% |
| Participant deferral / active EE | $4,696 | $7,800-39.8% | $7,447-36.9% | $6,400-26.6% |
| Admin fee / account holder | $1,644 | $11,566-85.8% | $10,005-83.6% | $11,427-85.6% |