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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 | $27,883 | $127,387-78.1% | $115,038-75.8% | $125,389-77.8% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $37 | $5,166-99.3% | $4,608-99.2% | $4,866-99.2% |
| Participant deferral / active EE | $2,858 | $6,423-55.5% | $6,026-52.6% | $5,352-46.6% |
| Admin fee / account holder | $4,482 | $9,516-52.9% | $8,175-45.2% | $9,541-53.0% |