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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 | $36,595 | $54,162-32.4% | $68,612-46.7% | $64,173-43.0% |
| Participation rate | 67.4% | 68.1%-0.7pp | 72.2%-4.8pp | 69.6%-2.2pp |
| Annual return | -6.31% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $114 | $1,846-93.8% | $2,625-95.7% | $2,381-95.2% |
| Participant deferral / active EE | $2,058 | $2,626-21.6% | $3,311-37.8% | $3,470-40.7% |
| Admin fee / account holder | $1,843 | $4,029-54.3% | $5,131-64.1% | $4,887-62.3% |