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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 | $26,164 | $57,352-54.4% | $83,831-68.8% | $64,173-59.2% |
| Participation rate | 34.3% | 68.6%-34.3pp | 76.1%-41.9pp | 69.6%-35.3pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,383 | $2,993-53.8% | $4,082-66.1% | $3,470-60.1% |
| Admin fee / account holder | $303 | $4,046-92.5% | $5,479-94.5% | $4,887-93.8% |