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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 | $47,384 | $82,674-42.7% | $125,363-62.2% | $68,495-30.8% |
| Participation rate | 28.0% | 75.0%-47.0pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | -18.31% | -5.97%-12.3pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,969 | $6,111-51.4% | $7,447-60.1% | $4,028-26.3% |
| Admin fee / account holder | $438 | $6,276-93.0% | $10,005-95.6% | $5,403-91.9% |