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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 | $10,058 | $73,848-86.4% | $143,799-93.0% | $68,486-85.3% |
| Participation rate | 29.4% | 66.7%-37.2pp | 80.3%-50.9pp | 67.9%-38.5pp |
| Annual return | -16.11% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $956 | $3,385-71.8% | $5,638-83.1% | $4,028-76.3% |
| Admin fee / account holder | $1,113 | $5,755-80.7% | $14,677-92.4% | $5,404-79.4% |