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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 | $38,249 | $81,457-53.0% | $103,378-63.0% | $80,911-52.7% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 14.14% | 25.58%-11.4pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $504 | $3,107-83.8% | $3,870-87.0% | $2,756-81.7% |
| Participant deferral / active EE | $1,870 | $3,871-51.7% | $5,058-63.0% | $4,297-56.5% |
| Admin fee / account holder | $382 | $6,717-94.3% | $8,401-95.5% | $6,935-94.5% |