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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 | $58,088 | $97,732-40.6% | $83,831-30.7% | $135,380-57.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -2.98% | 1287.56%-1290.5pp | 850.99%-854.0pp | 519.81%-522.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,080 | $4,683-55.6% | $4,082-49.0% | $5,609-62.9% |
| Admin fee / account holder | $13,025 | $6,675+95.1% | $5,479+137.7% | $10,828+20.3% |