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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 | $58,010 | $107,809-46.2% | $90,657-36.0% | $135,380-57.2% |
| Participation rate | 43.8% | 78.0%-34.3pp | 74.0%-30.3pp | 82.6%-38.9pp |
| Annual return | -8.14% | -0.90%-7.2pp | 1.89%-10.0pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,841 | $3,872-52.5% | $3,424-46.2% | $5,609-67.2% |
| Admin fee / account holder | $1,428 | $5,931-75.9% | $4,994-71.4% | $10,828-86.8% |