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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 | $64,275 | $69,977-8.1% | $108,582-40.8% | $62,881+2.2% |
| Participation rate | 52.6% | 72.9%-20.3pp | 79.6%-26.9pp | 69.3%-16.7pp |
| Annual return | 10.59% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,052 | $3,165-35.2% | $4,311-52.4% | $3,203-35.9% |
| Admin fee / account holder | $2,578 | $5,076-49.2% | $7,645-66.3% | $4,296-40.0% |