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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 | $70,813 | $84,236-15.9% | $170,435-58.5% | $70,126+1.0% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,468 | $3,086-52.4% | $4,939-70.3% | $3,332-55.9% |
| Admin fee / account holder | $6,494 | $5,698+14.0% | $13,881-53.2% | $4,645+39.8% |