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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 | $50,637 | $86,701-41.6% | $73,309-30.9% | $125,388-59.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 74.9%-37.4pp | 83.2%-45.7pp |
| Annual return | -0.21% | 2.78%-3.0pp | 5.67%-5.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,979 | $5,549-64.3% | $4,991-60.3% | $5,352-63.0% |
| Admin fee / account holder | $3,219 | $7,768-58.6% | $5,635-42.9% | $9,541-66.3% |