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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 | $44,567 | $82,314-45.9% | $68,808-35.2% | $134,532-66.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $79 | $3,301-97.6% | $2,656-97.0% | $4,741-98.3% |
| Participant deferral / active EE | $1,440 | $4,740-69.6% | $3,942-63.5% | $6,401-77.5% |
| Admin fee / account holder | $304 | $6,484-95.3% | $4,936-93.8% | $11,429-97.3% |