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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 | $21,026 | $40,275-47.8% | $57,356-63.3% | $59,633-64.7% |
| Participation rate | 20.0% | 69.1%-49.1pp | 75.1%-55.1pp | 68.7%-48.7pp |
| Annual return | 0.39% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $685 | $2,400-71.5% | $3,162-78.3% | $3,192-78.5% |
| Admin fee / account holder | $703 | $2,820-75.1% | $3,357-79.0% | $4,297-83.6% |