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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 | $28,322 | $48,364-41.4% | $71,796-60.6% | $62,881-55.0% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 6.05% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,455 | $2,091-30.4% | $2,794-47.9% | $3,203-54.6% |
| Admin fee / account holder | $331 | $3,771-91.2% | $4,815-93.1% | $4,296-92.3% |