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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 | $34,241 | $68,852-50.3% | $120,524-71.6% | $80,925-57.7% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.7%-67.7pp |
| Annual return | 12.28% | 23.67%-11.4pp | 107.36%-95.1pp | 35.65%-23.4pp |
| Employer contribution / active EE | $372 | $2,063-82.0% | $3,469-89.3% | $2,756-86.5% |
| Participant deferral / active EE | $3,200 | $3,187+0.4% | $4,994-35.9% | $4,299-25.6% |
| Admin fee / account holder | $340 | $5,781-94.1% | $9,440-96.4% | $6,940-95.1% |