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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 | $37,007 | $73,848-49.9% | $143,799-74.3% | $68,486-46.0% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -13.46% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,431 | $3,385-57.7% | $5,638-74.6% | $4,028-64.5% |
| Admin fee / account holder | $10,455 | $5,755+81.7% | $14,677-28.8% | $5,404+93.5% |