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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 | $14,423 | $106,557-86.5% | $91,227-84.2% | $134,545-89.3% |
| Participation rate | 68.2% | 76.8%-8.6pp | 73.2%-5.0pp | 81.2%-13.1pp |
| Annual return | -18.11% | 160.81%-178.9pp | 114.14%-132.2pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,746 | $4,719-41.8% | $4,234-35.1% | $6,401-57.1% |
| Admin fee / account holder | $542 | $6,235-91.3% | $5,423-90.0% | $11,431-95.3% |