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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 | $25,439 | $52,678-51.7% | $75,784-66.4% | $59,633-57.3% |
| Participation rate | 46.0% | 67.2%-21.2pp | 75.8%-29.8pp | 68.7%-22.7pp |
| Annual return | -2.19% | 2.95%-5.1pp | 9.68%-11.9pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,208 | $2,591-53.4% | $3,652-66.9% | $3,192-62.1% |
| Admin fee / account holder | $3,429 | $3,610-5.0% | $5,300-35.3% | $4,297-20.2% |