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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 | $42,429 | $92,219-54.0% | $76,767-44.7% | $135,380-68.7% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -5.90% | 5.46%-11.4pp | 2.43%-8.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $166 | $3,216-94.8% | $2,485-93.3% | $4,779-96.5% |
| Participant deferral / active EE | $1,459 | $4,508-67.6% | $3,852-62.1% | $5,609-74.0% |
| Admin fee / account holder | $2,004 | $10,749-81.4% | $6,675-70.0% | $10,828-81.5% |