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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 | $46,922 | $45,566+3.0% | $64,105-26.8% | $59,633-21.3% |
| Participation rate | 22.2% | 60.2%-37.9pp | 68.2%-45.9pp | 68.7%-46.4pp |
| Annual return | 0.67% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,723 | $2,057-16.2% | $2,822-38.9% | $3,192-46.0% |
| Admin fee / account holder | $7,391 | $3,268+126.2% | $4,499+64.3% | $4,297+72.0% |