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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 | $38,989 | $56,197-30.6% | $67,652-42.4% | $59,633-34.6% |
| Participation rate | 57.5% | 71.5%-13.9pp | 75.7%-18.1pp | 68.7%-11.1pp |
| Annual return | -0.21% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,432 | $2,844-49.6% | $3,560-59.8% | $3,192-55.1% |
| Admin fee / account holder | $3,987 | $3,958+0.7% | $4,821-17.3% | $4,297-7.2% |