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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 | $41,312 | $78,694-47.5% | $67,652-38.9% | $125,389-67.1% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -1.58% | 9.46%-11.0pp | 6625.40%-6627.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,533 | $4,292-64.3% | $3,560-56.9% | $5,352-71.3% |
| Admin fee / account holder | $795 | $7,403-89.3% | $4,821-83.5% | $9,541-91.7% |