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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 | $43,910 | $62,583-29.8% | $76,767-42.8% | $64,173-31.6% |
| Participation rate | 43.8% | 72.8%-29.1pp | 77.0%-33.2pp | 69.6%-25.8pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $182 | $1,832-90.1% | $2,485-92.7% | $2,381-92.4% |
| Participant deferral / active EE | $1,594 | $3,145-49.3% | $3,852-58.6% | $3,470-54.1% |
| Admin fee / account holder | $1,165 | $4,667-75.0% | $6,675-82.6% | $4,887-76.2% |