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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 | $34,551 | $95,975-64.0% | $74,549-53.7% | $135,379-74.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -3.06% | 56.96%-60.0pp | 32.53%-35.6pp | 519.79%-522.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,715 | $3,844+152.8% | $3,108+212.6% | $5,609+73.2% |
| Admin fee / account holder | $1,570 | $6,522-75.9% | $5,059-69.0% | $10,828-85.5% |