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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 | $51,272 | $99,032-48.2% | $80,022-35.9% | $135,380-62.1% |
| Participation rate | 16.7% | 78.4%-61.7pp | 75.8%-59.2pp | 82.6%-66.0pp |
| Annual return | -3.55% | 15.39%-18.9pp | 11.22%-14.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $378 | $3,043-87.6% | $2,468-84.7% | $4,779-92.1% |
| Participant deferral / active EE | $2,854 | $4,282-33.3% | $3,686-22.6% | $5,609-49.1% |
| Admin fee / account holder | $5,491 | $10,436-47.4% | $6,521-15.8% | $10,828-49.3% |