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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 | $62,866 | $97,020-35.2% | $83,327-24.6% | $135,380-53.6% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -2.51% | 12.31%-14.8pp | 10.64%-13.1pp | 519.81%-522.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,159 | $5,964-47.0% | $5,565-43.2% | $5,609-43.7% |
| Admin fee / account holder | $932 | $8,426-88.9% | $7,540-87.6% | $10,828-91.4% |