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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 | $20,332 | $30,732-33.8% | $59,496-65.8% | $59,633-65.9% |
| Participation rate | 37.7% | 43.2%-5.5pp | 54.6%-16.9pp | 68.7%-31.0pp |
| Annual return | 0.16% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $731 | $1,183-38.2% | $1,829-60.0% | $3,192-77.1% |
| Admin fee / account holder | $362 | $2,136-83.0% | $2,232-83.8% | $4,297-91.6% |