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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 | $32,400 | $77,817-58.4% | $123,553-73.8% | $64,173-49.5% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -5.14% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $504 | $3,014-83.3% | $4,628-89.1% | $2,381-78.8% |
| Participant deferral / active EE | $4,285 | $5,240-18.2% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $2,604 | $5,519-52.8% | $9,284-72.0% | $4,887-46.7% |