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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 | $40,238 | $75,832-46.9% | $147,617-72.7% | $59,633-32.5% |
| Participation rate | 61.3% | 71.6%-10.3pp | 84.6%-23.3pp | 68.7%-7.4pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $269 | $3,485-92.3% | $5,564-95.2% | $2,203-87.8% |
| Participant deferral / active EE | $2,752 | $3,131-12.1% | $4,895-43.8% | $3,192-13.8% |
| Admin fee / account holder | $983 | $5,986-83.6% | $11,612-91.5% | $4,297-77.1% |