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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 | $23,386 | $97,027-75.9% | $83,323-71.9% | $135,382-82.7% |
| Participation rate | 41.7% | 80.4%-38.7pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -8.88% | 12.31%-21.2pp | 10.63%-19.5pp | 519.77%-528.7pp |
| Employer contribution / active EE | $333 | $4,143-92.0% | $3,379-90.1% | $4,779-93.0% |
| Participant deferral / active EE | $2,432 | $5,964-59.2% | $5,565-56.3% | $5,609-56.6% |
| Admin fee / account holder | $2,303 | $8,427-72.7% | $7,539-69.5% | $10,829-78.7% |