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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 | $36,237 | $110,083-67.1% | $151,645-76.1% | $68,490-47.1% |
| Participation rate | 60.7% | 84.0%-23.2pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -14.45% | -10.12%-4.3pp | 3.34%-17.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,294 | $4,470-71.0% | $6,165-79.0% | $2,597-50.2% |
| Participant deferral / active EE | $3,387 | $6,526-48.1% | $8,363-59.5% | $4,028-15.9% |
| Admin fee / account holder | $433 | $7,718-94.4% | $11,614-96.3% | $5,403-92.0% |