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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 | $16,656 | $92,766-82.0% | $82,763-79.9% | $134,545-87.6% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -13.49% | 946.97%-960.5pp | 702.45%-715.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,301 | $4,802+10.4% | $4,395+20.6% | $6,401-17.2% |
| Admin fee / account holder | $1,695 | $5,978-71.6% | $5,325-68.2% | $11,431-85.2% |