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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 | $28,997 | $44,850-35.3% | $60,547-52.1% | $59,633-51.4% |
| Participation rate | 37.3% | 59.5%-22.1pp | 68.0%-30.6pp | 68.7%-31.3pp |
| Annual return | 0.40% | 1074.14%-1073.7pp | 335.64%-335.2pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $140 | $1,462-90.4% | $2,419-94.2% | $2,203-93.6% |
| Participant deferral / active EE | $889 | $2,230-60.1% | $3,328-73.3% | $3,192-72.2% |
| Admin fee / account holder | $2,275 | $3,635-37.4% | $4,536-49.8% | $4,297-47.1% |