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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 | $23,743 | $49,177-51.7% | $79,466-70.1% | $64,173-63.0% |
| Participation rate | 15.5% | 65.0%-49.5pp | 73.3%-57.8pp | 69.6%-54.1pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,108 | $2,821-60.7% | $3,704-70.1% | $3,470-68.1% |
| Admin fee / account holder | $797 | $3,839-79.2% | $5,104-84.4% | $4,887-83.7% |