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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 | $19,989 | $68,681-70.9% | $86,615-76.9% | $85,847-76.7% |
| Participation rate | 9.7% | 66.4%-56.7pp | 71.6%-62.0pp | 69.3%-59.6pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.51%-63.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $164 | $1,880-91.3% | $2,496-93.4% | $2,565-93.6% |
| Participant deferral / active EE | $1,726 | $2,919-40.9% | $3,699-53.3% | $3,952-56.3% |
| Admin fee / account holder | $505 | $5,974-91.5% | $5,830-91.3% | $6,261-91.9% |