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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 | $34,745 | $75,962-54.3% | $154,111-77.5% | $64,173-45.9% |
| Participation rate | 21.3% | 70.4%-49.1pp | 83.0%-61.7pp | 69.6%-48.2pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.18%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,159 | $3,175-63.5% | $5,081-77.2% | $3,470-66.6% |
| Admin fee / account holder | $707 | $5,589-87.3% | $13,411-94.7% | $4,887-85.5% |