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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 | $49,633 | $97,732-49.2% | $83,831-40.8% | $135,380-63.3% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -7.03% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $277 | $4,222-93.4% | $3,631-92.4% | $4,779-94.2% |
| Participant deferral / active EE | $1,231 | $4,683-73.7% | $4,082-69.8% | $5,609-78.1% |
| Admin fee / account holder | $4,041 | $6,675-39.5% | $5,479-26.2% | $10,828-62.7% |