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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 | $37,459 | $147,167-74.5% | $111,392-66.4% | $135,382-72.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 78.9%-41.4pp | 82.6%-45.1pp |
| Annual return | -5.54% | -4.44%-1.1pp | -2.06%-3.5pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,020 | $5,204-80.4% | $4,328-76.4% | $4,779-78.6% |
| Participant deferral / active EE | $3,448 | $6,565-47.5% | $5,567-38.1% | $5,609-38.5% |
| Admin fee / account holder | $1,987 | $20,270-90.2% | $12,266-83.8% | $10,829-81.7% |