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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 | $22,376 | $46,697-52.1% | $117,533-81.0% | $68,486-67.3% |
| Participation rate | 21.2% | 56.8%-35.6pp | 70.6%-49.4pp | 67.9%-46.7pp |
| Annual return | 0.70% | -14.52%+15.2pp | 29.77%-29.1pp | -7.85%+8.5pp |
| Employer contribution / active EE | $17 | $1,506-98.9% | $4,179-99.6% | $2,597-99.3% |
| Participant deferral / active EE | $1,292 | $2,637-51.0% | $4,072-68.3% | $4,028-67.9% |
| Admin fee / account holder | $1,191 | $4,023-70.4% | $5,647-78.9% | $5,404-78.0% |