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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 | $23,410 | $107,368-78.2% | $92,915-74.8% | $152,909-84.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $671 | $4,222-84.1% | $3,653-81.6% | $4,764-85.9% |
| Participant deferral / active EE | $2,810 | $4,848-42.0% | $4,238-33.7% | $5,851-52.0% |
| Admin fee / account holder | $1,276 | $7,082-82.0% | $5,796-78.0% | $11,601-89.0% |