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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 | $33,280 | $67,411-50.6% | $91,004-63.4% | $70,126-52.5% |
| Participation rate | 65.7% | 71.4%-5.7pp | 75.6%-9.9pp | 69.5%-3.8pp |
| Annual return | 15.06% | -40.16%+55.2pp | 4.60%+10.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $41 | $1,786-97.7% | $2,456-98.3% | $2,343-98.3% |
| Participant deferral / active EE | $1,453 | $2,823-48.5% | $3,548-59.0% | $3,332-56.4% |
| Admin fee / account holder | $613 | $4,236-85.5% | $5,417-88.7% | $4,645-86.8% |