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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 | $40,684 | $52,678-22.8% | $75,784-46.3% | $59,633-31.8% |
| Participation rate | 64.8% | 67.2%-2.4pp | 75.8%-11.0pp | 68.7%-3.9pp |
| Annual return | -2.08% | 2.95%-5.0pp | 9.68%-11.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $325 | $2,193-85.2% | $3,323-90.2% | $2,203-85.2% |
| Participant deferral / active EE | $2,453 | $2,591-5.3% | $3,652-32.8% | $3,192-23.1% |
| Admin fee / account holder | $1,955 | $3,610-45.8% | $5,300-63.1% | $4,297-54.5% |