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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 | $27,529 | $56,197-51.0% | $67,652-59.3% | $59,633-53.8% |
| Participation rate | 53.1% | 71.5%-18.4pp | 75.7%-22.6pp | 68.7%-15.6pp |
| Annual return | 0.60% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $223 | $1,615-86.2% | $2,266-90.2% | $2,203-89.9% |
| Participant deferral / active EE | $1,367 | $2,844-51.9% | $3,560-61.6% | $3,192-57.2% |
| Admin fee / account holder | $6,091 | $3,958+53.9% | $4,821+26.4% | $4,297+41.8% |