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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 | $41,530 | $44,850-7.4% | $60,547-31.4% | $59,633-30.4% |
| Participation rate | 33.7% | 59.5%-25.8pp | 68.0%-34.2pp | 68.7%-34.9pp |
| Annual return | 0.69% | 1074.14%-1073.5pp | 335.64%-335.0pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $166 | $1,462-88.7% | $2,419-93.2% | $2,203-92.5% |
| Participant deferral / active EE | $1,038 | $2,230-53.4% | $3,328-68.8% | $3,192-67.5% |
| Admin fee / account holder | $1,368 | $3,635-62.4% | $4,536-69.9% | $4,297-68.2% |