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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 | $25,432 | $71,872-64.6% | $86,691-70.7% | $68,495-62.9% |
| Participation rate | 33.8% | 72.2%-38.5pp | 76.6%-42.8pp | 67.9%-34.1pp |
| Annual return | -16.93% | 3.53%-20.5pp | 35.94%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,529 | $3,779-6.6% | $4,656-24.2% | $4,028-12.4% |
| Admin fee / account holder | $1,984 | $6,112-67.5% | $7,492-73.5% | $5,403-63.3% |