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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 | $19,251 | $95,895-79.9% | $79,576-75.8% | $134,509-85.7% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -5.62% | -2.72%-2.9pp | 0.15%-5.8pp | 418.13%-423.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,424 | $4,693-48.3% | $3,985-39.2% | $6,400-62.1% |
| Admin fee / account holder | $751 | $9,129-91.8% | $6,834-89.0% | $11,427-93.4% |