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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 | $45,350 | $113,941-60.2% | $94,229-51.9% | $125,389-63.8% |
| Participation rate | 38.5% | 82.9%-44.4pp | 78.8%-40.3pp | 83.2%-44.7pp |
| Annual return | 0.15% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,516 | $5,179-12.8% | $4,320+4.5% | $5,352-15.6% |
| Admin fee / account holder | $967 | $8,392-88.5% | $6,269-84.6% | $9,541-89.9% |