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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 | $20,634 | $82,630-75.0% | $64,105-67.8% | $125,389-83.5% |
| Participation rate | 47.1% | 75.9%-28.8pp | 68.2%-21.1pp | 83.2%-36.1pp |
| Annual return | -1.77% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,248 | $3,608-65.4% | $2,822-55.8% | $5,352-76.7% |
| Admin fee / account holder | $914 | $6,382-85.7% | $4,499-79.7% | $9,541-90.4% |