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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 | $36,456 | $72,404-49.6% | $110,243-66.9% | $64,173-43.2% |
| Participation rate | 65.9% | 73.3%-7.4pp | 79.8%-13.9pp | 69.6%-3.7pp |
| Annual return | -4.29% | -6.29%+2.0pp | 314.76%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,691 | $3,469-51.3% | $4,672-63.8% | $3,470-51.3% |
| Admin fee / account holder | $4,302 | $5,664-24.1% | $8,548-49.7% | $4,887-12.0% |