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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 | $24,082 | $45,566-47.1% | $64,105-62.4% | $59,633-59.6% |
| Participation rate | 52.5% | 60.2%-7.6pp | 68.2%-15.6pp | 68.7%-16.1pp |
| Annual return | 1.03% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $33 | $934-96.5% | $1,820-98.2% | $2,203-98.5% |
| Participant deferral / active EE | $1,214 | $2,057-41.0% | $2,822-57.0% | $3,192-62.0% |
| Admin fee / account holder | $12,595 | $3,268+285.5% | $4,499+179.9% | $4,297+193.1% |