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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 | $23,560 | $62,583-62.4% | $76,767-69.3% | $64,173-63.3% |
| Participation rate | 46.9% | 72.8%-25.9pp | 77.0%-30.0pp | 69.6%-22.6pp |
| Annual return | -6.91% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $344 | $1,832-81.2% | $2,485-86.2% | $2,381-85.6% |
| Participant deferral / active EE | $2,483 | $3,145-21.0% | $3,852-35.5% | $3,470-28.4% |
| Admin fee / account holder | $442 | $4,667-90.5% | $6,675-93.4% | $4,887-91.0% |