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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 | $18,876 | $84,518-77.7% | $67,704-72.1% | $125,389-84.9% |
| Participation rate | 65.2% | 74.8%-9.6pp | 67.5%-2.3pp | 83.2%-18.0pp |
| Annual return | -0.67% | 2.57%-3.2pp | 25.41%-26.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,927 | $4,430-56.5% | $3,585-46.2% | $5,352-64.0% |
| Admin fee / account holder | $3,029 | $5,340-43.3% | $4,255-28.8% | $9,541-68.3% |