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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 | $21,647 | $54,357-60.2% | $82,706-73.8% | $68,495-68.4% |
| Participation rate | 34.4% | 63.9%-29.5pp | 72.6%-38.2pp | 67.9%-33.5pp |
| Annual return | -4.12% | -13.67%+9.6pp | 701.76%-705.9pp | -7.84%+3.7pp |
| Employer contribution / active EE | $170 | $2,218-92.4% | $3,007-94.4% | $2,596-93.5% |
| Participant deferral / active EE | $1,059 | $3,246-67.4% | $4,394-75.9% | $4,028-73.7% |
| Admin fee / account holder | $423 | $4,396-90.4% | $5,329-92.1% | $5,403-92.2% |