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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 | $13,531 | $75,962-82.2% | $154,108-91.2% | $64,173-78.9% |
| Participation rate | 50.9% | 70.4%-19.5pp | 83.0%-32.1pp | 69.6%-18.6pp |
| Annual return | -6.59% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,079 | $3,175-66.0% | $5,081-78.8% | $3,470-68.9% |
| Admin fee / account holder | $2,592 | $5,589-53.6% | $13,411-80.7% | $4,887-47.0% |