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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 | $35,253 | $107,809-67.3% | $90,657-61.1% | $135,380-74.0% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.0%-9.3pp | 82.6%-17.9pp |
| Annual return | -5.55% | -0.90%-4.6pp | 1.89%-7.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $689 | $3,872-82.2% | $3,424-79.9% | $5,609-87.7% |
| Admin fee / account holder | $3,654 | $5,931-38.4% | $4,994-26.8% | $10,828-66.3% |