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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 | $56,096 | $54,717+2.5% | $86,209-34.9% | $71,495-21.5% |
| Participation rate | 40.9% | 60.1%-19.2pp | 69.0%-28.0pp | 67.9%-27.0pp |
| Annual return | 0.00% | 20.07%-20.1pp | 1169.05%-1169.1pp | 28.85%-28.9pp |
| Employer contribution / active EE | $231 | $1,267-81.8% | $2,381-90.3% | $2,589-91.1% |
| Participant deferral / active EE | $1,486 | $3,110-52.2% | $3,986-62.7% | $4,291-65.4% |
| Admin fee / account holder | $598 | $1,922-68.9% | $6,853-91.3% | $1,588-62.3% |