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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 | $47,395 | $83,908-43.5% | $68,509-30.8% | $125,388-62.2% |
| Participation rate | 64.7% | 78.2%-13.5pp | 74.7%-10.0pp | 83.2%-18.5pp |
| Annual return | -0.34% | 14.48%-14.8pp | 8.27%-8.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $288 | $3,031-90.5% | $2,278-87.4% | $4,866-94.1% |
| Participant deferral / active EE | $1,149 | $4,125-72.1% | $3,382-66.0% | $5,352-78.5% |
| Admin fee / account holder | $2,868 | $8,982-68.1% | $5,275-45.6% | $9,541-69.9% |