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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 | $72,298 | $70,002+3.3% | $115,038-37.2% | $52,331+38.2% |
| Participation rate | 42.3% | 72.1%-29.8pp | 81.4%-39.1pp | 68.1%-25.8pp |
| Annual return | -0.17% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,462 | $4,920-29.6% | $6,026-42.5% | $3,022+14.6% |
| Admin fee / account holder | $3,921 | $566+592.8% | $8,175-52.0% | $592+562.9% |