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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 | $37,534 | $65,703-42.9% | $94,224-60.2% | $59,632-37.1% |
| Participation rate | 48.4% | 72.1%-23.7pp | 78.8%-30.4pp | 68.7%-20.3pp |
| Annual return | -0.57% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $333 | $2,021-83.5% | $3,587-90.7% | $2,203-84.9% |
| Participant deferral / active EE | $2,084 | $3,143-33.7% | $4,320-51.8% | $3,192-34.7% |
| Admin fee / account holder | $14,138 | $4,264+231.5% | $6,269+125.5% | $4,297+229.0% |