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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 | $21,604 | $64,719-66.6% | $112,249-80.8% | $68,486-68.5% |
| Participation rate | 43.3% | 67.2%-23.8pp | 75.1%-31.7pp | 67.9%-24.6pp |
| Annual return | -17.20% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $25 | $2,747-99.1% | $3,636-99.3% | $2,597-99.0% |
| Participant deferral / active EE | $1,915 | $3,565-46.3% | $4,729-59.5% | $4,028-52.4% |
| Admin fee / account holder | $3,671 | $5,232-29.8% | $6,412-42.8% | $5,404-32.1% |