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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 | $66,964 | $59,813+12.0% | $79,580-15.9% | $68,486-2.2% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -12.81% | -12.30%-0.5pp | 0.15%-13.0pp | -7.85%-5.0pp |
| Employer contribution / active EE | $143 | $1,505-90.5% | $2,413-94.1% | $2,597-94.5% |
| Participant deferral / active EE | $3,258 | $3,024+7.7% | $3,985-18.3% | $4,028-19.1% |
| Admin fee / account holder | $525 | $4,835-89.1% | $6,835-92.3% | $5,404-90.3% |