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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 | $77,138 | $91,167-15.4% | $178,498-56.8% | $79,858-3.4% |
| Participation rate | 26.9% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $244 | $3,255-92.5% | $5,011-95.1% | $2,471-90.1% |
| Participant deferral / active EE | $2,579 | $3,236-20.3% | $5,202-50.4% | $3,740-31.0% |
| Admin fee / account holder | $14,286 | $6,747+111.7% | $13,985+2.1% | $5,306+169.2% |