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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 | $26,702 | $75,832-64.8% | $147,617-81.9% | $59,633-55.2% |
| Participation rate | 23.3% | 71.6%-48.2pp | 84.6%-61.3pp | 68.7%-45.3pp |
| Annual return | -2.10% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $154 | $3,485-95.6% | $5,564-97.2% | $2,203-93.0% |
| Participant deferral / active EE | $866 | $3,131-72.3% | $4,895-82.3% | $3,192-72.9% |
| Admin fee / account holder | $1,775 | $5,986-70.3% | $11,612-84.7% | $4,297-58.7% |