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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 | $30,029 | $47,944-37.4% | $67,834-55.7% | $62,881-52.2% |
| Participation rate | 30.0% | 61.1%-31.1pp | 68.8%-38.8pp | 69.3%-39.3pp |
| Annual return | 8.12% | 11.77%-3.6pp | 138.47%-130.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2 | $1,562-99.9% | $2,403-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $1,739 | $2,247-22.6% | $3,160-45.0% | $3,203-45.7% |
| Admin fee / account holder | $1,701 | $3,712-54.2% | $4,622-63.2% | $4,296-60.4% |