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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 | $35,960 | $87,546-58.9% | $75,784-52.5% | $125,389-71.3% |
| Participation rate | 44.4% | 80.2%-35.7pp | 75.8%-31.4pp | 83.2%-38.7pp |
| Annual return | -1.32% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $267 | $3,930-93.2% | $3,323-92.0% | $4,866-94.5% |
| Participant deferral / active EE | $1,428 | $4,230-66.2% | $3,652-60.9% | $5,352-73.3% |
| Admin fee / account holder | $1,998 | $6,503-69.3% | $5,300-62.3% | $9,541-79.1% |