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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 | $34,805 | $77,817-55.3% | $123,553-71.8% | $64,173-45.8% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | -5.08% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,092 | $5,240-41.0% | $6,426-51.9% | $3,470-10.9% |
| Admin fee / account holder | $325 | $5,519-94.1% | $9,284-96.5% | $4,887-93.4% |