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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 | $29,677 | $54,380-45.4% | $68,509-56.7% | $59,633-50.2% |
| Participation rate | 47.9% | 70.2%-22.3pp | 74.7%-26.8pp | 68.7%-20.8pp |
| Annual return | 0.09% | 2.83%-2.7pp | 8.27%-8.2pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $230 | $1,539-85.1% | $2,278-89.9% | $2,203-89.6% |
| Participant deferral / active EE | $1,973 | $2,643-25.3% | $3,382-41.7% | $3,192-38.2% |
| Admin fee / account holder | $6,530 | $3,885+68.1% | $5,275+23.8% | $4,297+52.0% |