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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 | $28,897 | $138,076-79.1% | $123,553-76.6% | $135,380-78.7% |
| Participation rate | 43.5% | 84.7%-41.3pp | 82.3%-38.8pp | 82.6%-39.2pp |
| Annual return | -2.04% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,199 | $6,800-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $1,512 | $10,917-86.2% | $9,284-83.7% | $10,828-86.0% |