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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 | $58,726 | $75,832-22.6% | $147,617-60.2% | $59,633-1.5% |
| Participation rate | 38.5% | 71.6%-33.1pp | 84.6%-46.2pp | 68.7%-30.2pp |
| Annual return | -2.68% | 0.37%-3.0pp | 61.98%-64.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $210 | $3,485-94.0% | $5,564-96.2% | $2,203-90.5% |
| Participant deferral / active EE | $3,413 | $3,131+9.0% | $4,895-30.3% | $3,192+6.9% |
| Admin fee / account holder | $2,560 | $5,986-57.2% | $11,612-78.0% | $4,297-40.4% |