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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 | $64,459 | $72,404-11.0% | $110,243-41.5% | $64,173+0.4% |
| Participation rate | 37.7% | 73.3%-35.6pp | 79.8%-42.1pp | 69.6%-31.8pp |
| Annual return | -6.35% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $190 | $2,282-91.7% | $3,827-95.0% | $2,381-92.0% |
| Participant deferral / active EE | $1,695 | $3,469-51.1% | $4,672-63.7% | $3,470-51.2% |
| Admin fee / account holder | $4,091 | $5,664-27.8% | $8,548-52.1% | $4,887-16.3% |