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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 | $87,663 | $56,197+56.0% | $67,652+29.6% | $59,633+47.0% |
| Participation rate | 54.4% | 71.5%-17.1pp | 75.7%-21.3pp | 68.7%-14.3pp |
| Annual return | -0.72% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1 | $1,615-99.9% | $2,266-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,881 | $2,844-33.9% | $3,560-47.2% | $3,192-41.1% |
| Admin fee / account holder | $2,260 | $3,958-42.9% | $4,821-53.1% | $4,297-47.4% |