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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 | $13,274 | $99,644-86.7% | $86,438-84.6% | $134,532-90.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.73% | 6787.26%-6807.0pp | 4397.19%-4416.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,158 | $7,247-28.8% | $6,952-25.8% | $6,401-19.4% |
| Admin fee / account holder | $1,191 | $8,375-85.8% | $6,733-82.3% | $11,429-89.6% |