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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 | $15,954 | $43,344-63.2% | $59,899-73.4% | $64,173-75.1% |
| Participation rate | 45.1% | 69.2%-24.1pp | 74.7%-29.6pp | 69.6%-24.5pp |
| Annual return | -4.82% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $272 | $2,030-86.6% | $2,723-90.0% | $2,381-88.6% |
| Participant deferral / active EE | $1,603 | $2,547-37.1% | $3,402-52.9% | $3,470-53.8% |
| Admin fee / account holder | $509 | $3,008-83.1% | $3,592-85.8% | $4,887-89.6% |