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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 | $53,740 | $75,832-29.1% | $147,617-63.6% | $59,633-9.9% |
| Participation rate | 38.5% | 71.6%-33.1pp | 84.6%-46.2pp | 68.7%-30.2pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $338 | $3,485-90.3% | $5,564-93.9% | $2,203-84.7% |
| Participant deferral / active EE | $1,439 | $3,131-54.0% | $4,895-70.6% | $3,192-54.9% |
| Admin fee / account holder | $600 | $5,986-90.0% | $11,612-94.8% | $4,297-86.0% |