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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 | $51,329 | $72,177-28.9% | $115,038-55.4% | $59,633-13.9% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -0.84% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $234 | $2,841-91.8% | $4,608-94.9% | $2,203-89.4% |
| Participant deferral / active EE | $2,046 | $4,783-57.2% | $6,026-66.0% | $3,192-35.9% |
| Admin fee / account holder | $1,114 | $4,927-77.4% | $8,175-86.4% | $4,297-74.1% |