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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 | $64,016 | $197,819-67.6% | $155,789-58.9% | $125,389-48.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 76.1%-33.2pp | 83.2%-40.3pp |
| Annual return | -3.03% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,435 | $5,631-56.8% | $4,798-49.2% | $5,352-54.5% |
| Admin fee / account holder | $965 | $9,544-89.9% | $7,477-87.1% | $9,541-89.9% |