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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 | $59,738 | $90,607-34.1% | $79,467-24.8% | $135,380-55.9% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 82.6%-24.3pp |
| Annual return | -4.59% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,833 | $4,050-30.1% | $3,704-23.5% | $5,609-49.5% |
| Admin fee / account holder | $1,679 | $5,895-71.5% | $5,104-67.1% | $10,828-84.5% |