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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 | $25,210 | $43,344-41.8% | $59,899-57.9% | $64,173-60.7% |
| Participation rate | 35.9% | 69.2%-33.2pp | 74.7%-38.8pp | 69.6%-33.6pp |
| Annual return | -6.25% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $100 | $2,030-95.1% | $2,723-96.3% | $2,381-95.8% |
| Participant deferral / active EE | $1,246 | $2,547-51.1% | $3,402-63.4% | $3,470-64.1% |
| Admin fee / account holder | $1,785 | $3,008-40.7% | $3,592-50.3% | $4,887-63.5% |