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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 | $37,067 | $73,848-49.8% | $143,799-74.2% | $68,486-45.9% |
| Participation rate | 51.2% | 66.7%-15.4pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -0.10% | 0.91%-1.0pp | -0.04%-0.1pp | -7.85%+7.8pp |
| Employer contribution / active EE | $74 | $3,184-97.7% | $4,952-98.5% | $2,597-97.1% |
| Participant deferral / active EE | $3,265 | $3,385-3.5% | $5,638-42.1% | $4,028-18.9% |
| Admin fee / account holder | $935 | $5,755-83.7% | $14,677-93.6% | $5,404-82.7% |