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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 | $83,116 | $97,732-15.0% | $83,831-0.9% | $135,380-38.6% |
| Participation rate | 13.3% | 80.0%-66.6pp | 76.1%-62.8pp | 82.6%-69.3pp |
| Annual return | -8.91% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.7pp |
| Employer contribution / active EE | $360 | $4,222-91.5% | $3,631-90.1% | $4,779-92.5% |
| Participant deferral / active EE | $2,827 | $4,683-39.6% | $4,082-30.8% | $5,609-49.6% |
| Admin fee / account holder | $1,245 | $6,675-81.4% | $5,479-77.3% | $10,828-88.5% |