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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 | $25,224 | $52,678-52.1% | $75,784-66.7% | $59,633-57.7% |
| Participation rate | 62.8% | 67.2%-4.4pp | 75.8%-13.0pp | 68.7%-5.9pp |
| Annual return | -1.30% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $158 | $2,193-92.8% | $3,323-95.2% | $2,203-92.8% |
| Participant deferral / active EE | $1,077 | $2,591-58.4% | $3,652-70.5% | $3,192-66.2% |
| Admin fee / account holder | $3,488 | $3,610-3.4% | $5,300-34.2% | $4,297-18.8% |