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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 | $21,882 | $32,117-31.9% | $71,086-69.2% | $64,173-65.9% |
| Participation rate | 25.6% | 42.7%-17.1pp | 54.7%-29.0pp | 69.6%-43.9pp |
| Annual return | -8.88% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $589 | $1,263-53.4% | $1,874-68.6% | $3,470-83.0% |
| Admin fee / account holder | $465 | $2,759-83.2% | $3,082-84.9% | $4,887-90.5% |