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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 | $57,591 | $39,798+44.7% | $67,704-14.9% | $59,633-3.4% |
| Participation rate | 27.9% | 57.4%-29.4pp | 67.5%-39.6pp | 68.7%-40.8pp |
| Annual return | -1.68% | 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 | $2,148 | $2,335-8.0% | $3,585-40.1% | $3,192-32.7% |
| Admin fee / account holder | $4,800 | $3,212+49.5% | $4,255+12.8% | $4,297+11.7% |