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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 | $45,458 | $49,280-7.8% | $67,313-32.5% | $64,181-29.2% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -5.83% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $23 | $1,668-98.6% | $2,566-99.1% | $2,381-99.0% |
| Participant deferral / active EE | $1,133 | $2,484-54.4% | $3,568-68.3% | $3,470-67.3% |
| Admin fee / account holder | $2,513 | $3,863-34.9% | $4,507-44.2% | $4,887-48.6% |