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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 | $83,426 | $73,839+13.0% | $143,788-42.0% | $68,495+21.8% |
| Participation rate | 18.2% | 66.7%-48.5pp | 80.3%-62.1pp | 67.9%-49.7pp |
| Annual return | -11.10% | 1.01%-12.1pp | -0.03%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $954 | $3,384-71.8% | $5,638-83.1% | $4,028-76.3% |
| Admin fee / account holder | $2,756 | $5,755-52.1% | $14,675-81.2% | $5,403-49.0% |