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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 | $50,418 | $56,197-10.3% | $67,652-25.5% | $59,633-15.5% |
| Participation rate | 44.1% | 71.5%-27.4pp | 75.7%-31.5pp | 68.7%-24.6pp |
| Annual return | 0.12% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $26 | $1,615-98.4% | $2,266-98.8% | $2,203-98.8% |
| Participant deferral / active EE | $2,151 | $2,844-24.4% | $3,560-39.6% | $3,192-32.6% |
| Admin fee / account holder | $14,908 | $3,958+276.7% | $4,821+209.2% | $4,297+246.9% |