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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 | $44,606 | $58,895-24.3% | $178,503-75.0% | $73,497-39.3% |
| Participation rate | 15.1% | 66.2%-51.2pp | 81.9%-66.9pp | 70.7%-55.6pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,309 | $2,567-10.1% | $5,202-55.6% | $3,740-38.3% |
| Admin fee / account holder | $388 | $400-3.2% | $13,987-97.2% | $513-24.4% |