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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 | $28,997 | $54,320-46.6% | $67,652-57.1% | $52,331-44.6% |
| Participation rate | 53.4% | 73.6%-20.2pp | 75.7%-22.3pp | 68.1%-14.7pp |
| Annual return | 0.04% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $259 | $1,544-83.2% | $2,266-88.6% | $1,882-86.2% |
| Participant deferral / active EE | $1,676 | $2,950-43.2% | $3,560-52.9% | $3,022-44.6% |
| Admin fee / account holder | $1,980 | $527+276.0% | $4,821-58.9% | $592+234.7% |