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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 | $41,561 | $113,941-63.5% | $94,229-55.9% | $125,389-66.9% |
| Participation rate | 45.5% | 82.9%-37.4pp | 78.8%-33.3pp | 83.2%-37.7pp |
| Annual return | -0.88% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $336 | $4,727-92.9% | $3,587-90.6% | $4,866-93.1% |
| Participant deferral / active EE | $1,564 | $5,179-69.8% | $4,320-63.8% | $5,352-70.8% |
| Admin fee / account holder | $450 | $8,392-94.6% | $6,269-92.8% | $9,541-95.3% |