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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 | $64,825 | $45,566+42.3% | $64,105+1.1% | $59,633+8.7% |
| Participation rate | 48.5% | 60.2%-11.7pp | 68.2%-19.7pp | 68.7%-20.2pp |
| Annual return | -0.51% | 4.95%-5.5pp | 791.24%-791.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,697 | $2,057+79.7% | $2,822+31.0% | $3,192+15.8% |
| Admin fee / account holder | $9,814 | $3,268+200.3% | $4,499+118.1% | $4,297+128.4% |