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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 | $63,813 | $92,743-31.2% | $82,744-22.9% | $134,532-52.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.95% | 946.63%-960.6pp | 702.22%-716.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,408 | $4,802-29.0% | $4,395-22.5% | $6,401-46.8% |
| Admin fee / account holder | $347 | $5,977-94.2% | $5,325-93.5% | $11,429-97.0% |