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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 | $14,686 | $27,632-46.8% | $61,452-76.1% | $68,486-78.6% |
| Participation rate | 55.6% | 39.5%+16.0pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | -16.14% | -13.24%-2.9pp | 338.96%-355.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3 | $696-99.5% | $1,160-99.7% | $2,597-99.9% |
| Participant deferral / active EE | $2,516 | $1,264+99.1% | $2,125+18.4% | $4,028-37.5% |
| Admin fee / account holder | $1,232 | $2,010-38.7% | $2,131-42.2% | $5,404-77.2% |