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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 | $69,893 | $92,743-24.6% | $82,744-15.5% | $134,532-48.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -11.48% | 946.63%-958.1pp | 702.22%-713.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,632 | $4,802+58.9% | $4,395+73.7% | $6,401+19.2% |
| Admin fee / account holder | $1,316 | $5,977-78.0% | $5,325-75.3% | $11,429-88.5% |