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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 | $24,089 | $88,585-72.8% | $69,884-65.5% | $134,532-82.1% |
| Participation rate | 69.2% | 74.9%-5.7pp | 70.5%-1.2pp | 81.2%-12.0pp |
| Annual return | -17.80% | 442.80%-460.6pp | 190.81%-208.6pp | 418.27%-436.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,890 | $4,770+2.5% | $3,848+27.1% | $6,401-23.6% |
| Admin fee / account holder | $876 | $10,441-91.6% | $6,266-86.0% | $11,429-92.3% |