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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 | $33,456 | $56,197-40.5% | $67,652-50.5% | $59,633-43.9% |
| Participation rate | 52.9% | 71.5%-18.5pp | 75.7%-22.7pp | 68.7%-15.7pp |
| Annual return | -0.94% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $314 | $1,615-80.6% | $2,266-86.2% | $2,203-85.8% |
| Participant deferral / active EE | $2,054 | $2,844-27.8% | $3,560-42.3% | $3,192-35.6% |
| Admin fee / account holder | $338 | $3,958-91.5% | $4,821-93.0% | $4,297-92.1% |