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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 | $19,860 | $50,947-61.0% | $74,549-73.4% | $64,173-69.1% |
| Participation rate | 24.7% | 61.1%-36.4pp | 69.1%-44.5pp | 69.6%-44.9pp |
| Annual return | -6.83% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $121 | $1,115-89.2% | $1,961-93.9% | $2,381-94.9% |
| Participant deferral / active EE | $1,187 | $2,302-48.4% | $3,108-61.8% | $3,470-65.8% |
| Admin fee / account holder | $495 | $4,221-88.3% | $5,059-90.2% | $4,887-89.9% |