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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 | $20,781 | $42,917-51.6% | $60,899-65.9% | $68,495-69.7% |
| Participation rate | 19.1% | 66.8%-47.7pp | 73.1%-54.0pp | 67.9%-48.8pp |
| Annual return | -18.02% | -13.99%-4.0pp | 16.92%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $106 | $1,979-94.6% | $2,702-96.1% | $2,596-95.9% |
| Participant deferral / active EE | $889 | $2,867-69.0% | $3,817-76.7% | $4,028-77.9% |
| Admin fee / account holder | $654 | $3,102-78.9% | $3,225-79.7% | $5,403-87.9% |