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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 | $32,373 | $39,798-18.7% | $67,704-52.2% | $59,633-45.7% |
| Participation rate | 40.6% | 57.4%-16.7pp | 67.5%-26.9pp | 68.7%-28.0pp |
| Annual return | -2.68% | 89.94%-92.6pp | 25.41%-28.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $83 | $1,393-94.0% | $2,559-96.8% | $2,203-96.2% |
| Participant deferral / active EE | $1,680 | $2,335-28.1% | $3,585-53.2% | $3,192-47.4% |
| Admin fee / account holder | $1,186 | $3,212-63.1% | $4,255-72.1% | $4,297-72.4% |