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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 | $30,658 | $138,078-77.8% | $125,363-75.5% | $134,509-77.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.58% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,361 | $7,800+7.2% | $7,447+12.3% | $6,400+30.6% |
| Admin fee / account holder | $6,136 | $11,566-46.9% | $10,005-38.7% | $11,427-46.3% |