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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 | $59,884 | $95,895-37.6% | $79,576-24.7% | $134,509-55.5% |
| Participation rate | 36.8% | 75.0%-38.2pp | 69.5%-32.6pp | 81.2%-44.4pp |
| Annual return | -19.21% | -2.72%-16.5pp | 0.15%-19.4pp | 418.13%-437.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,073 | $4,693-55.8% | $3,985-48.0% | $6,400-67.6% |
| Admin fee / account holder | $1,796 | $9,129-80.3% | $6,834-73.7% | $11,427-84.3% |