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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 | $61,717 | $59,813+3.2% | $79,580-22.4% | $68,486-9.9% |
| Participation rate | 44.7% | 61.1%-16.3pp | 69.5%-24.8pp | 67.9%-23.2pp |
| Annual return | -17.75% | -12.30%-5.5pp | 0.15%-17.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,226 | $3,024+39.7% | $3,985+6.0% | $4,028+4.9% |
| Admin fee / account holder | $5,962 | $4,835+23.3% | $6,835-12.8% | $5,404+10.3% |