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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 | $31,749 | $87,546-63.7% | $75,784-58.1% | $125,389-74.7% |
| Participation rate | 38.1% | 80.2%-42.1pp | 75.8%-37.7pp | 83.2%-45.1pp |
| Annual return | -1.65% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $368 | $3,930-90.6% | $3,323-88.9% | $4,866-92.4% |
| Participant deferral / active EE | $3,094 | $4,230-26.9% | $3,652-15.3% | $5,352-42.2% |
| Admin fee / account holder | $3,061 | $6,503-52.9% | $5,300-42.2% | $9,541-67.9% |