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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 | $27,529 | $72,639-62.1% | $90,766-69.7% | $66,949-58.9% |
| Participation rate | 60.4% | 73.7%-13.3pp | 75.7%-15.3pp | 69.8%-9.4pp |
| Annual return | -13.36% | -12.28%-1.1pp | -12.16%-1.2pp | 1.57%-14.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,528 | $3,979-36.5% | $4,565-44.6% | $4,239-40.4% |
| Admin fee / account holder | $1,782 | $708+151.8% | $8,446-78.9% | $594+200.1% |