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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 | $55,600 | $91,179-39.0% | $178,499-68.9% | $79,852-30.4% |
| Participation rate | 23.8% | 69.2%-45.4pp | 81.9%-58.1pp | 69.6%-45.8pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $304 | $3,256-90.7% | $5,011-93.9% | $2,471-87.7% |
| Participant deferral / active EE | $1,029 | $3,236-68.2% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $1,053 | $6,749-84.4% | $13,986-92.5% | $5,306-80.2% |