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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 | $8,169 | $48,235-83.1% | $68,803-88.1% | $68,490-88.1% |
| Participation rate | 20.3% | 60.7%-40.4pp | 69.0%-48.8pp | 67.9%-47.6pp |
| Annual return | -2.92% | -12.70%+9.8pp | -6.37%+3.5pp | -7.85%+4.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,253 | $2,867-56.3% | $3,942-68.2% | $4,028-68.9% |
| Admin fee / account holder | $1,596 | $4,361-63.4% | $4,936-67.7% | $5,403-70.5% |