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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 | $19,259 | $47,944-59.8% | $67,834-71.6% | $62,881-69.4% |
| Participation rate | 60.7% | 61.1%-0.4pp | 68.8%-8.1pp | 69.3%-8.6pp |
| Annual return | 5.93% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $189 | $1,562-87.9% | $2,403-92.1% | $2,281-91.7% |
| Participant deferral / active EE | $1,913 | $2,247-14.9% | $3,160-39.5% | $3,203-40.3% |
| Admin fee / account holder | $393 | $3,712-89.4% | $4,622-91.5% | $4,296-90.8% |