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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 | $70,058 | $75,832-7.6% | $147,617-52.5% | $59,633+17.5% |
| Participation rate | 68.8% | 71.6%-2.8pp | 84.6%-15.9pp | 68.7%+0.1pp |
| Annual return | 0.49% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,756 | $3,131-43.9% | $4,895-64.1% | $3,192-45.0% |
| Admin fee / account holder | $50,146 | $5,986+737.8% | $11,612+331.9% | $4,297+1067.0% |