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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 | $47,426 | $92,743-48.9% | $82,744-42.7% | $134,532-64.7% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -16.45% | 946.63%-963.1pp | 702.22%-718.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,679 | $4,802+39.1% | $4,395+52.0% | $6,401+4.3% |
| Admin fee / account holder | $1,078 | $5,977-82.0% | $5,325-79.7% | $11,429-90.6% |