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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 | $19,671 | $39,798-50.6% | $67,704-70.9% | $59,633-67.0% |
| Participation rate | 13.7% | 57.4%-43.6pp | 67.5%-53.8pp | 68.7%-54.9pp |
| Annual return | -1.69% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,343 | $2,335-42.5% | $3,585-62.5% | $3,192-57.9% |
| Admin fee / account holder | $9,043 | $3,212+181.6% | $4,255+112.5% | $4,297+110.5% |