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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 | $20,988 | $45,438-53.8% | $80,004-73.8% | $59,633-64.8% |
| Participation rate | 58.7% | 63.7%-5.0pp | 73.0%-14.3pp | 68.7%-10.0pp |
| Annual return | -1.02% | 5.10%-6.1pp | 7.63%-8.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $65 | $1,236-94.7% | $2,473-97.4% | $2,203-97.0% |
| Participant deferral / active EE | $1,863 | $2,231-16.5% | $3,204-41.9% | $3,192-41.6% |
| Admin fee / account holder | $409 | $3,464-88.2% | $5,033-91.9% | $4,297-90.5% |