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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 | $61,380 | $63,845-3.9% | $81,370-24.6% | $80,959-24.2% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 12.37% | 16.37%-4.0pp | 24.85%-12.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $371 | $1,980-81.3% | $2,464-85.0% | $2,757-86.6% |
| Participant deferral / active EE | $1,167 | $3,093-62.3% | $3,885-70.0% | $4,300-72.9% |
| Admin fee / account holder | $12,414 | $5,688+118.2% | $5,749+115.9% | $6,925+79.3% |