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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 | $37,459 | $52,519-28.7% | $155,789-76.0% | $59,633-37.2% |
| Participation rate | 59.0% | 61.7%-2.7pp | 76.1%-17.1pp | 68.7%-9.7pp |
| Annual return | -2.12% | 53.51%-55.6pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,980 | $3,084-35.8% | $4,798-58.7% | $3,192-38.0% |
| Admin fee / account holder | $448 | $3,540-87.3% | $7,477-94.0% | $4,297-89.6% |