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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 | $27,552 | $53,546-48.5% | $69,884-60.6% | $68,486-59.8% |
| Participation rate | 62.3% | 64.5%-2.3pp | 70.5%-8.2pp | 67.9%-5.6pp |
| Annual return | -16.23% | -13.87%-2.4pp | 190.81%-207.0pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,578 | $2,957-12.8% | $3,848-33.0% | $4,028-36.0% |
| Admin fee / account holder | $2,655 | $4,693-43.4% | $6,266-57.6% | $5,404-50.9% |