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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 | $34,059 | $65,704-48.2% | $94,229-63.9% | $59,633-42.9% |
| Participation rate | 68.6% | 72.1%-3.5pp | 78.8%-10.1pp | 68.7%0pp |
| Annual return | -2.34% | 5.22%-7.6pp | 10.68%-13.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,122 | $3,143-0.7% | $4,320-27.7% | $3,192-2.2% |
| Admin fee / account holder | $2,410 | $4,265-43.5% | $6,269-61.6% | $4,297-43.9% |