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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 | $39,438 | $49,177-19.8% | $79,467-50.4% | $64,173-38.5% |
| Participation rate | 28.2% | 65.0%-36.8pp | 73.3%-45.1pp | 69.6%-41.3pp |
| Annual return | 1.13% | -1.16%+2.3pp | 718.30%-717.2pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,023 | $2,821-63.7% | $3,704-72.4% | $3,470-70.5% |
| Admin fee / account holder | $10,536 | $3,839+174.5% | $5,104+106.4% | $4,887+115.6% |