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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 | $59,214 | $39,798+48.8% | $67,704-12.5% | $59,633-0.7% |
| Participation rate | 30.6% | 57.4%-26.8pp | 67.5%-37.0pp | 68.7%-38.1pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,292 | $2,335-1.9% | $3,585-36.1% | $3,192-28.2% |
| Admin fee / account holder | $1,791 | $3,212-44.2% | $4,255-57.9% | $4,297-58.3% |