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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 | $57,096 | $62,589-8.8% | $76,768-25.6% | $64,173-11.0% |
| Participation rate | 47.4% | 72.8%-25.4pp | 77.0%-29.6pp | 69.6%-22.2pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,546 | $3,145+12.8% | $3,852-7.9% | $3,470+2.2% |
| Admin fee / account holder | $407 | $4,667-91.3% | $6,675-93.9% | $4,887-91.7% |