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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 | $48,625 | $30,732+58.2% | $59,496-18.3% | $59,633-18.5% |
| Participation rate | 35.3% | 43.2%-7.9pp | 54.6%-19.3pp | 68.7%-33.4pp |
| Annual return | -1.00% | 4.47%-5.5pp | 182.05%-183.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $587 | $1,183-50.4% | $1,829-67.9% | $3,192-81.6% |
| Admin fee / account holder | $676 | $2,136-68.4% | $2,232-69.7% | $4,297-84.3% |