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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 | $60,200 | $57,350+5.0% | $83,850-28.2% | $64,181-6.2% |
| Participation rate | 38.3% | 68.6%-30.3pp | 76.1%-37.8pp | 69.6%-31.3pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.92%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,797 | $2,993-39.9% | $4,082-56.0% | $3,470-48.2% |
| Admin fee / account holder | $3,411 | $4,046-15.7% | $5,478-37.7% | $4,887-30.2% |