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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 | $34,121 | $25,972+31.4% | - | $72,976-53.2% |
| Participation rate | 22.9% | 52.8%-29.9pp | - | 69.5%-46.6pp |
| Annual return | 0.00% | 20.47%-20.5pp | - | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $638 | $2,560-75.1% | - | $3,608-82.3% |
| Admin fee / account holder | $3,659 | $2,104+73.9% | - | $5,124-28.6% |