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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 | $33,556 | $84,628-60.3% | $61,501-45.4% | $134,545-75.1% |
| Participation rate | 57.9% | 62.2%-4.3pp | 52.6%+5.3pp | 81.2%-23.3pp |
| Annual return | -16.86% | 585.61%-602.5pp | 339.04%-355.9pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,235 | $2,819+156.7% | $2,125+240.5% | $6,401+13.0% |
| Admin fee / account holder | $1,175 | $2,587-54.6% | $2,132-44.9% | $11,431-89.7% |