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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 | $61,453 | $82,630-25.6% | $64,105-4.1% | $125,389-51.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.29% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,073 | $3,608-70.3% | $2,822-62.0% | $5,352-80.0% |
| Admin fee / account holder | $21,626 | $6,382+238.9% | $4,499+380.7% | $9,541+126.7% |