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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 | $26,430 | $56,200-53.0% | $67,653-60.9% | $59,633-55.7% |
| Participation rate | 57.9% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | -1.52% | 18506.71%-18508.2pp | 6625.22%-6626.7pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,790 | $2,843-37.0% | $3,560-49.7% | $3,192-43.9% |
| Admin fee / account holder | $1,349 | $3,959-65.9% | $4,821-72.0% | $4,297-68.6% |