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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 | $23,721 | $56,197-57.8% | $67,652-64.9% | $59,633-60.2% |
| Participation rate | 63.6% | 71.5%-7.8pp | 75.7%-12.0pp | 68.7%-5.0pp |
| Annual return | -1.44% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $216 | $1,615-86.6% | $2,266-90.5% | $2,203-90.2% |
| Participant deferral / active EE | $1,814 | $2,844-36.2% | $3,560-49.0% | $3,192-43.2% |
| Admin fee / account holder | $717 | $3,958-81.9% | $4,821-85.1% | $4,297-83.3% |