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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 | $16,254 | $73,848-78.0% | $143,799-88.7% | $68,486-76.3% |
| Participation rate | 32.4% | 66.7%-34.2pp | 80.3%-47.9pp | 67.9%-35.5pp |
| Annual return | -18.36% | 0.91%-19.3pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3 | $3,184-99.9% | $4,952-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $1,602 | $3,385-52.7% | $5,638-71.6% | $4,028-60.2% |
| Admin fee / account holder | $2,214 | $5,755-61.5% | $14,677-84.9% | $5,404-59.0% |