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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 | $33,288 | $65,704-49.3% | $94,229-64.7% | $59,633-44.2% |
| Participation rate | 27.0% | 72.1%-45.1pp | 78.8%-51.7pp | 68.7%-41.6pp |
| Annual return | -0.15% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,646 | $3,143-47.6% | $4,320-61.9% | $3,192-48.4% |
| Admin fee / account holder | $1,550 | $4,265-63.7% | $6,269-75.3% | $4,297-63.9% |