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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 | $39,522 | $113,941-65.3% | $94,229-58.1% | $125,389-68.5% |
| Participation rate | 59.1% | 82.9%-23.8pp | 78.8%-19.7pp | 83.2%-24.1pp |
| Annual return | -0.91% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $560 | $4,727-88.2% | $3,587-84.4% | $4,866-88.5% |
| Participant deferral / active EE | $2,957 | $5,179-42.9% | $4,320-31.6% | $5,352-44.7% |
| Admin fee / account holder | $5,959 | $8,392-29.0% | $6,269-4.9% | $9,541-37.5% |