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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 | $19,834 | $43,344-54.2% | $59,899-66.9% | $64,173-69.1% |
| Participation rate | 36.3% | 69.2%-32.9pp | 74.7%-38.4pp | 69.6%-33.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $336 | $2,030-83.4% | $2,723-87.7% | $2,381-85.9% |
| Participant deferral / active EE | $973 | $2,547-61.8% | $3,402-71.4% | $3,470-72.0% |
| Admin fee / account holder | $410 | $3,008-86.4% | $3,592-88.6% | $4,887-91.6% |