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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 | $29,430 | $65,704-55.2% | $94,229-68.8% | $59,633-50.6% |
| Participation rate | 46.2% | 72.1%-26.0pp | 78.8%-32.6pp | 68.7%-22.5pp |
| Annual return | 0.22% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,470 | $3,143+74.1% | $4,320+26.6% | $3,192+71.4% |
| Admin fee / account holder | $2,835 | $4,265-33.5% | $6,269-54.8% | $4,297-34.0% |