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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 | $61,118 | $56,200+8.7% | $67,653-9.7% | $59,633+2.5% |
| Participation rate | 36.7% | 71.5%-34.7pp | 75.7%-38.9pp | 68.7%-31.9pp |
| Annual return | -1.97% | 18506.71%-18508.7pp | 6625.22%-6627.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $80 | $1,615-95.1% | $2,266-96.5% | $2,203-96.4% |
| Participant deferral / active EE | $1,505 | $2,843-47.1% | $3,560-57.7% | $3,192-52.8% |
| Admin fee / account holder | $5,547 | $3,959+40.1% | $4,821+15.0% | $4,297+29.1% |