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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 | $69,057 | $48,267+43.1% | $68,808+0.4% | $68,486+0.8% |
| Participation rate | 35.3% | 60.7%-25.4pp | 69.0%-33.7pp | 67.9%-32.6pp |
| Annual return | -15.65% | -12.70%-2.9pp | -6.37%-9.3pp | -7.85%-7.8pp |
| Employer contribution / active EE | $251 | $1,829-86.3% | $2,656-90.6% | $2,597-90.3% |
| Participant deferral / active EE | $1,485 | $2,867-48.2% | $3,942-62.3% | $4,028-63.1% |
| Admin fee / account holder | $3,841 | $4,362-12.0% | $4,936-22.2% | $5,404-28.9% |