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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 | $144,074 | $99,668+44.6% | $86,451+66.7% | $134,545+7.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -16.93% | 6789.61%-6806.5pp | 4398.51%-4415.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,189 | $7,249-56.0% | $6,953-54.1% | $6,401-50.2% |
| Admin fee / account holder | $2,739 | $8,377-67.3% | $6,734-59.3% | $11,431-76.0% |