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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 | $64,716 | $47,977+34.9% | $154,111-58.0% | $56,287+15.0% |
| Participation rate | 13.1% | 66.2%-53.1pp | 83.0%-70.0pp | 69.9%-56.8pp |
| Annual return | 0.16% | 3.54%-3.4pp | 735.18%-735.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $976 | $2,392-59.2% | $5,081-80.8% | $3,350-70.9% |
| Admin fee / account holder | $828 | $438+88.8% | $13,411-93.8% | $521+58.9% |