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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 | $26,890 | $84,493-68.2% | $125,381-78.6% | $66,938-59.8% |
| Participation rate | 46.5% | 76.4%-29.9pp | 82.4%-35.9pp | 69.8%-23.3pp |
| Annual return | -11.19% | -8.49%-2.7pp | 572.31%-583.5pp | 1.58%-12.8pp |
| Employer contribution / active EE | $10 | $3,554-99.7% | $4,815-99.8% | $2,545-99.6% |
| Participant deferral / active EE | $6,451 | $6,783-4.9% | $7,448-13.4% | $4,238+52.2% |
| Admin fee / account holder | $4,628 | $685+575.6% | $10,007-53.8% | $594+679.8% |