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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 | $72,312 | $56,197+28.7% | $67,652+6.9% | $59,633+21.3% |
| Participation rate | 39.6% | 71.5%-31.8pp | 75.7%-36.0pp | 68.7%-29.0pp |
| Annual return | -0.92% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,982 | $2,844-30.3% | $3,560-44.3% | $3,192-37.9% |
| Admin fee / account holder | $1,168 | $3,958-70.5% | $4,821-75.8% | $4,297-72.8% |