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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 | $19,178 | $45,566-57.9% | $64,105-70.1% | $59,633-67.8% |
| Participation rate | 36.7% | 60.2%-23.5pp | 68.2%-31.5pp | 68.7%-32.0pp |
| Annual return | -2.07% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $982 | $2,057-52.3% | $2,822-65.2% | $3,192-69.2% |
| Admin fee / account holder | $330 | $3,268-89.9% | $4,499-92.7% | $4,297-92.3% |