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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 | $23,954 | $95,188-74.8% | $76,518-68.7% | $135,380-82.3% |
| Participation rate | 40.9% | 74.4%-33.5pp | 68.0%-27.1pp | 82.6%-41.7pp |
| Annual return | -4.31% | 4.85%-9.2pp | -0.27%-4.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,138 | $4,640-75.5% | $3,836-70.3% | $5,609-79.7% |
| Admin fee / account holder | $1,136 | $6,249-81.8% | $4,849-76.6% | $10,828-89.5% |