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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 | $27,891 | $27,632+0.9% | $61,452-54.6% | $68,486-59.3% |
| Participation rate | 26.7% | 39.5%-12.8pp | 52.6%-25.9pp | 67.9%-41.2pp |
| Annual return | -17.30% | -13.24%-4.1pp | 338.96%-356.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,167 | $1,264+150.6% | $2,125+49.1% | $4,028-21.4% |
| Admin fee / account holder | $354 | $2,010-82.4% | $2,131-83.4% | $5,404-93.4% |