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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 | $47,621 | $81,870-41.8% | $119,622-60.2% | $68,486-30.5% |
| Participation rate | 31.0% | 71.9%-40.9pp | 79.3%-48.2pp | 67.9%-36.9pp |
| Annual return | -16.76% | -23.82%+7.1pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $198 | $2,692-92.6% | $4,232-95.3% | $2,597-92.4% |
| Participant deferral / active EE | $1,929 | $4,148-53.5% | $5,601-65.6% | $4,028-52.1% |
| Admin fee / account holder | $14,573 | $6,583+121.4% | $10,328+41.1% | $5,404+169.7% |