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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 | $57,869 | $49,280+17.4% | $67,313-14.0% | $64,173-9.8% |
| Participation rate | 31.6% | 60.8%-29.1pp | 69.1%-37.4pp | 69.6%-37.9pp |
| Annual return | -5.84% | -1.39%-4.4pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,121 | $2,484+25.6% | $3,568-12.5% | $3,470-10.1% |
| Admin fee / account holder | $2,432 | $3,863-37.0% | $4,507-46.0% | $4,887-50.2% |