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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 | $66,284 | $113,941-41.8% | $94,228-29.7% | $125,388-47.1% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | -2.21% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $295 | $4,727-93.8% | $3,587-91.8% | $4,866-93.9% |
| Participant deferral / active EE | $1,849 | $5,179-64.3% | $4,320-57.2% | $5,352-65.4% |
| Admin fee / account holder | $3,571 | $8,392-57.4% | $6,269-43.0% | $9,541-62.6% |