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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 | $11,962 | $73,848-83.8% | $143,799-91.7% | $68,486-82.5% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.8pp | 67.9%-37.3pp |
| Annual return | -17.90% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6 | $3,184-99.8% | $4,952-99.9% | $2,597-99.8% |
| Participant deferral / active EE | $1,533 | $3,385-54.7% | $5,638-72.8% | $4,028-61.9% |
| Admin fee / account holder | $736 | $5,755-87.2% | $14,677-95.0% | $5,404-86.4% |