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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 | $30,440 | $73,848-58.8% | $143,799-78.8% | $68,486-55.6% |
| Participation rate | 51.2% | 66.7%-15.4pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -13.78% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,420 | $3,385-58.0% | $5,638-74.8% | $4,028-64.7% |
| Admin fee / account holder | $4,776 | $5,755-17.0% | $14,677-67.5% | $5,404-11.6% |