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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 | $44,543 | $45,566-2.2% | $64,105-30.5% | $59,633-25.3% |
| Participation rate | 36.2% | 60.2%-24.0pp | 68.2%-32.0pp | 68.7%-32.5pp |
| Annual return | 0.44% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $118 | $934-87.4% | $1,820-93.5% | $2,203-94.6% |
| Participant deferral / active EE | $1,507 | $2,057-26.7% | $2,822-46.6% | $3,192-52.8% |
| Admin fee / account holder | $698 | $3,268-78.6% | $4,499-84.5% | $4,297-83.8% |