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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 | $35,124 | $75,832-53.7% | $147,617-76.2% | $59,633-41.1% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $44 | $3,485-98.7% | $5,564-99.2% | $2,203-98.0% |
| Participant deferral / active EE | $916 | $3,131-70.7% | $4,895-81.3% | $3,192-71.3% |
| Admin fee / account holder | $317 | $5,986-94.7% | $11,612-97.3% | $4,297-92.6% |