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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 | $81,923 | $97,732-16.2% | $83,831-2.3% | $135,380-39.5% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -4.59% | 1287.56%-1292.1pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $429 | $4,222-89.8% | $3,631-88.2% | $4,779-91.0% |
| Participant deferral / active EE | $2,100 | $4,683-55.2% | $4,082-48.6% | $5,609-62.6% |
| Admin fee / account holder | $2,935 | $6,675-56.0% | $5,479-46.4% | $10,828-72.9% |