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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 | $64,880 | $78,694-17.6% | $67,652-4.1% | $125,389-48.3% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -3.21% | 9.46%-12.7pp | 6625.40%-6628.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,120 | $4,292-50.6% | $3,560-40.4% | $5,352-60.4% |
| Admin fee / account holder | $1,187 | $7,403-84.0% | $4,821-75.4% | $9,541-87.6% |