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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 | $29,527 | $64,719-54.4% | $112,249-73.7% | $68,486-56.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -17.25% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $271 | $2,747-90.1% | $3,636-92.6% | $2,597-89.6% |
| Participant deferral / active EE | $1,773 | $3,565-50.3% | $4,729-62.5% | $4,028-56.0% |
| Admin fee / account holder | $2,355 | $5,232-55.0% | $6,412-63.3% | $5,404-56.4% |