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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 | $23,862 | $67,352-64.6% | $60,899-60.8% | $134,509-82.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -17.96% | 49.99%-68.0pp | 16.92%-34.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,208 | $4,539-29.3% | $3,817-16.0% | $6,400-49.9% |
| Admin fee / account holder | $1,306 | $4,585-71.5% | $3,225-59.5% | $11,427-88.6% |