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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 | $118,617 | $97,759+21.3% | $83,849+41.5% | $135,377-12.4% |
| Participation rate | 52.9% | 79.9%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -6.85% | 1287.41%-1294.3pp | 850.91%-857.8pp | 519.75%-526.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,110 | $4,682-33.6% | $4,082-23.8% | $5,609-44.5% |
| Admin fee / account holder | $18,444 | $6,674+176.4% | $5,478+236.7% | $10,828+70.3% |