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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 | $27,826 | $48,235-42.3% | $68,803-59.6% | $68,490-59.4% |
| Participation rate | 28.6% | 60.7%-32.1pp | 69.0%-40.4pp | 67.9%-39.3pp |
| Annual return | -16.54% | -12.70%-3.8pp | -6.37%-10.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $55 | $1,829-97.0% | $2,656-97.9% | $2,597-97.9% |
| Participant deferral / active EE | $1,094 | $2,867-61.8% | $3,942-72.2% | $4,028-72.8% |
| Admin fee / account holder | $2,618 | $4,361-40.0% | $4,936-47.0% | $5,403-51.5% |