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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 | $23,457 | $48,235-51.4% | $68,803-65.9% | $68,490-65.8% |
| Participation rate | 42.9% | 60.7%-17.8pp | 69.0%-26.2pp | 67.9%-25.0pp |
| Annual return | -14.45% | -12.70%-1.7pp | -6.37%-8.1pp | -7.85%-6.6pp |
| Employer contribution / active EE | $72 | $1,829-96.1% | $2,656-97.3% | $2,597-97.2% |
| Participant deferral / active EE | $994 | $2,867-65.3% | $3,942-74.8% | $4,028-75.3% |
| Admin fee / account holder | $1,488 | $4,361-65.9% | $4,936-69.8% | $5,403-72.5% |