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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 | $50,455 | $64,729-22.1% | $112,263-55.1% | $68,490-26.3% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -16.38% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $669 | $2,746-75.7% | $3,636-81.6% | $2,597-74.3% |
| Participant deferral / active EE | $2,832 | $3,566-20.6% | $4,729-40.1% | $4,028-29.7% |
| Admin fee / account holder | $836 | $5,222-84.0% | $6,410-87.0% | $5,403-84.5% |