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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 | $7,475 | $27,632-72.9% | $61,399-87.8% | $68,495-89.1% |
| Participation rate | 10.0% | 39.5%-29.5pp | 52.6%-42.6pp | 67.9%-57.9pp |
| Annual return | -20.82% | -13.24%-7.6pp | 338.81%-359.6pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $371 | $1,264-70.6% | $2,124-82.5% | $4,028-90.8% |
| Admin fee / account holder | $969 | $2,010-51.8% | $2,131-54.5% | $5,403-82.1% |