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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 | $37,626 | $54,357-30.8% | $82,706-54.5% | $68,495-45.1% |
| Participation rate | 64.7% | 63.9%+0.8pp | 72.6%-7.9pp | 67.9%-3.2pp |
| Annual return | -17.28% | -13.67%-3.6pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,353 | $3,246-27.5% | $4,394-46.4% | $4,028-41.6% |
| Admin fee / account holder | $1,439 | $4,396-67.3% | $5,329-73.0% | $5,403-73.4% |