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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 | $77,025 | $75,962+1.4% | $154,108-50.0% | $64,173+20.0% |
| Participation rate | 17.2% | 70.4%-53.2pp | 83.0%-65.8pp | 69.6%-52.4pp |
| Annual return | -2.67% | 30.32%-33.0pp | 735.21%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $901 | $3,175-71.6% | $5,081-82.3% | $3,470-74.0% |
| Admin fee / account holder | $7,147 | $5,589+27.9% | $13,411-46.7% | $4,887+46.2% |