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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 | $31,803 | $56,197-43.4% | $67,652-53.0% | $59,633-46.7% |
| Participation rate | 25.0% | 71.5%-46.5pp | 75.7%-50.7pp | 68.7%-43.7pp |
| Annual return | 2.20% | 18508.10%-18505.9pp | 6625.40%-6623.2pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,494 | $2,844-47.4% | $3,560-58.0% | $3,192-53.2% |
| Admin fee / account holder | $1,007 | $3,958-74.6% | $4,821-79.1% | $4,297-76.6% |