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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,792 | $59,725-55.1% | $68,509-60.9% | - |
| Participation rate | 46.5% | 66.5%-20.1pp | 74.7%-28.3pp | - |
| Annual return | -2.22% | 51.05%-53.3pp | 8.27%-10.5pp | - |
| Employer contribution / active EE | $336 | $1,613-79.2% | $2,278-85.2% | - |
| Participant deferral / active EE | $1,876 | $2,426-22.7% | $3,382-44.5% | - |
| Admin fee / account holder | $676 | $8,564-92.1% | $5,275-87.2% | - |