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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 | $59,951 | $59,819+0.2% | $79,583-24.7% | $68,490-12.5% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -19.35% | -12.30%-7.1pp | 0.16%-19.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $191 | $1,505-87.3% | $2,414-92.1% | $2,597-92.7% |
| Participant deferral / active EE | $2,832 | $3,025-6.4% | $3,986-28.9% | $4,028-29.7% |
| Admin fee / account holder | $3,355 | $4,835-30.6% | $6,835-50.9% | $5,403-37.9% |