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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 | $63,876 | $69,977-8.7% | $108,582-41.2% | $62,881+1.6% |
| Participation rate | 56.4% | 72.9%-16.5pp | 79.6%-23.2pp | 69.3%-12.9pp |
| Annual return | 5.08% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,711 | $3,165-14.3% | $4,311-37.1% | $3,203-15.4% |
| Admin fee / account holder | $441 | $5,076-91.3% | $7,645-94.2% | $4,296-89.7% |