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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 | $203,378 | $135,645+49.9% | $110,243+84.5% | $135,380+50.2% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -7.39% | 513.24%-520.6pp | 314.76%-322.1pp | 519.81%-527.2pp |
| Employer contribution / active EE | $657 | $4,907-86.6% | $3,827-82.8% | $4,779-86.2% |
| Participant deferral / active EE | $3,210 | $5,507-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $1,209 | $11,458-89.4% | $8,548-85.9% | $10,828-88.8% |