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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 | $36,716 | $40,275-8.8% | $57,356-36.0% | $59,633-38.4% |
| Participation rate | 48.1% | 69.1%-21.0pp | 75.1%-26.9pp | 68.7%-20.5pp |
| Annual return | -0.86% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,204 | $2,400-8.2% | $3,162-30.3% | $3,192-30.9% |
| Admin fee / account holder | $6,809 | $2,820+141.4% | $3,357+102.8% | $4,297+58.5% |