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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 | $43,503 | $49,177-11.5% | $79,467-45.3% | $64,173-32.2% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -1.21% | -1.16%-0.1pp | 718.30%-719.5pp | 7.63%-8.8pp |
| Employer contribution / active EE | $216 | $2,076-89.6% | $2,800-92.3% | $2,381-90.9% |
| Participant deferral / active EE | $1,173 | $2,821-58.4% | $3,704-68.3% | $3,470-66.2% |
| Admin fee / account holder | $54,168 | $3,839+1311.1% | $5,104+961.2% | $4,887+1008.3% |