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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 | $81,493 | $42,383+92.3% | $76,518+6.5% | $64,173+27.0% |
| Participation rate | 37.1% | 58.1%-21.0pp | 68.0%-30.9pp | 69.6%-32.4pp |
| Annual return | -4.14% | -16.54%+12.4pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,524 | $2,566-1.7% | $3,836-34.2% | $3,470-27.3% |
| Admin fee / account holder | $9,771 | $3,198+205.5% | $4,849+101.5% | $4,887+99.9% |