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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 | $135,040 | $90,607+49.0% | $79,467+69.9% | $135,380-0.3% |
| Participation rate | 43.8% | 76.0%-32.3pp | 73.3%-29.6pp | 82.6%-38.9pp |
| Annual return | -6.97% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,308 | $4,050-43.0% | $3,704-37.7% | $5,609-58.8% |
| Admin fee / account holder | $1,902 | $5,895-67.7% | $5,104-62.7% | $10,828-82.4% |