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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 | $13,399 | $101,283-86.8% | $75,826-82.3% | $135,380-90.1% |
| Participation rate | 29.2% | 72.7%-43.6pp | 68.2%-39.1pp | 82.6%-53.5pp |
| Annual return | -4.76% | 3384.62%-3389.4pp | 1914.15%-1918.9pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $633 | $3,469-81.7% | $2,862-77.9% | $5,609-88.7% |
| Admin fee / account holder | $1,724 | $6,539-73.6% | $4,726-63.5% | $10,828-84.1% |