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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 | $12,828 | $54,355-76.4% | $82,744-84.5% | $68,486-81.3% |
| Participation rate | 24.4% | 63.9%-39.6pp | 72.6%-48.2pp | 67.9%-43.5pp |
| Annual return | -17.86% | -13.67%-4.2pp | 702.22%-720.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $89 | $2,219-96.0% | $3,008-97.0% | $2,597-96.6% |
| Participant deferral / active EE | $947 | $3,246-70.8% | $4,395-78.4% | $4,028-76.5% |
| Admin fee / account holder | $2,481 | $4,397-43.6% | $5,325-53.4% | $5,404-54.1% |