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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 | $11,612 | $73,839-84.3% | $143,788-91.9% | $68,495-83.0% |
| Participation rate | 44.1% | 66.7%-22.5pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -16.01% | 1.01%-17.0pp | -0.03%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $146 | $3,184-95.4% | $4,952-97.1% | $2,596-94.4% |
| Participant deferral / active EE | $1,785 | $3,384-47.3% | $5,638-68.3% | $4,028-55.7% |
| Admin fee / account holder | $1,135 | $5,755-80.3% | $14,675-92.3% | $5,403-79.0% |