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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 | $167,282 | $97,761+71.1% | $83,850+99.5% | $135,382+23.6% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -6.19% | 1287.44%-1293.6pp | 850.92%-857.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,861 | $4,682-17.5% | $4,082-5.4% | $5,609-31.2% |
| Admin fee / account holder | $1,950 | $6,674-70.8% | $5,478-64.4% | $10,829-82.0% |