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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 | $25,577 | $56,197-54.5% | $67,652-62.2% | $59,633-57.1% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -1.82% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $170 | $1,615-89.5% | $2,266-92.5% | $2,203-92.3% |
| Participant deferral / active EE | $1,673 | $2,844-41.2% | $3,560-53.0% | $3,192-47.6% |
| Admin fee / account holder | $1,941 | $3,958-51.0% | $4,821-59.7% | $4,297-54.8% |