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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 | $31,396 | $39,162-19.8% | $100,671-68.8% | $59,633-47.4% |
| Participation rate | 41.2% | 55.9%-14.7pp | 70.7%-29.5pp | 68.7%-27.5pp |
| Annual return | -1.25% | 21.07%-22.3pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,108 | $1,992-44.4% | $3,144-64.7% | $3,192-65.3% |
| Admin fee / account holder | $1,303 | $2,969-56.1% | $4,850-73.1% | $4,297-69.7% |