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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 | $47,404 | $56,199-15.6% | $67,652-29.9% | $59,632-20.5% |
| Participation rate | 51.2% | 71.5%-20.2pp | 75.7%-24.4pp | 68.7%-17.5pp |
| Annual return | -0.11% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,322 | $2,844-18.3% | $3,560-34.8% | $3,192-27.2% |
| Admin fee / account holder | $573 | $3,958-85.5% | $4,821-88.1% | $4,297-86.7% |