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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 | $22,292 | $93,117-76.1% | $77,096-71.1% | $134,532-83.4% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -11.64% | 62.67%-74.3pp | 42.35%-54.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,976 | $5,241-62.3% | $4,429-55.4% | $6,401-69.1% |
| Admin fee / account holder | $841 | $6,948-87.9% | $5,428-84.5% | $11,429-92.6% |