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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 | $14,485 | $45,872-68.4% | $77,096-81.2% | $68,486-78.9% |
| Participation rate | 33.8% | 55.9%-22.1pp | 67.9%-34.1pp | 67.9%-34.1pp |
| Annual return | -14.82% | 1.73%-16.5pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5 | $1,650-99.7% | $2,814-99.8% | $2,597-99.8% |
| Participant deferral / active EE | $1,637 | $2,963-44.8% | $4,429-63.0% | $4,028-59.4% |
| Admin fee / account holder | $2,950 | $3,041-3.0% | $5,428-45.7% | $5,404-45.4% |