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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 | $37,696 | $52,678-28.4% | $75,784-50.3% | $59,633-36.8% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.8%-19.8pp | 68.7%-12.7pp |
| Annual return | -1.55% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,344 | $2,591-9.5% | $3,652-35.8% | $3,192-26.6% |
| Admin fee / account holder | $1,647 | $3,610-54.4% | $5,300-68.9% | $4,297-61.7% |