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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 | $25,697 | $64,719-60.3% | $112,249-77.1% | $68,486-62.5% |
| Participation rate | 60.6% | 67.2%-6.5pp | 75.1%-14.5pp | 67.9%-7.3pp |
| Annual return | -15.70% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,361 | $3,565-33.8% | $4,729-50.1% | $4,028-41.4% |
| Admin fee / account holder | $350 | $5,232-93.3% | $6,412-94.5% | $5,404-93.5% |