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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 | $18,390 | $75,832-75.7% | $147,617-87.5% | $59,633-69.2% |
| Participation rate | 45.1% | 71.6%-26.5pp | 84.6%-39.5pp | 68.7%-23.6pp |
| Annual return | -2.61% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $298 | $3,485-91.5% | $5,564-94.7% | $2,203-86.5% |
| Participant deferral / active EE | $1,161 | $3,131-62.9% | $4,895-76.3% | $3,192-63.6% |
| Admin fee / account holder | $1,181 | $5,986-80.3% | $11,612-89.8% | $4,297-72.5% |