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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 | $50,413 | $73,839-31.7% | $143,788-64.9% | $68,495-26.4% |
| Participation rate | 19.0% | 66.7%-47.6pp | 80.3%-61.3pp | 67.9%-48.8pp |
| Annual return | -16.17% | 1.01%-17.2pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $180 | $3,184-94.3% | $4,952-96.4% | $2,596-93.1% |
| Participant deferral / active EE | $1,751 | $3,384-48.3% | $5,638-68.9% | $4,028-56.5% |
| Admin fee / account holder | $673 | $5,755-88.3% | $14,675-95.4% | $5,403-87.5% |