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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 | $22,632 | $64,719-65.0% | $112,249-79.8% | $68,486-67.0% |
| Participation rate | 35.5% | 67.2%-31.6pp | 75.1%-39.5pp | 67.9%-32.4pp |
| Annual return | -16.12% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $376 | $2,747-86.3% | $3,636-89.7% | $2,597-85.5% |
| Participant deferral / active EE | $1,519 | $3,565-57.4% | $4,729-67.9% | $4,028-62.3% |
| Admin fee / account holder | $1,328 | $5,232-74.6% | $6,412-79.3% | $5,404-75.4% |