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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 | $24,401 | $57,352-57.5% | $83,831-70.9% | $64,173-62.0% |
| Participation rate | 35.5% | 68.6%-33.1pp | 76.1%-40.7pp | 69.6%-34.1pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $375 | $2,546-85.3% | $3,631-89.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,260 | $2,993-57.9% | $4,082-69.1% | $3,470-63.7% |
| Admin fee / account holder | $912 | $4,046-77.5% | $5,479-83.4% | $4,887-81.3% |