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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 | $22,325 | $40,275-44.6% | $57,356-61.1% | $59,633-62.6% |
| Participation rate | 28.3% | 69.1%-40.8pp | 75.1%-46.7pp | 68.7%-40.3pp |
| Annual return | -0.87% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $172 | $1,921-91.1% | $2,689-93.6% | $2,203-92.2% |
| Participant deferral / active EE | $1,113 | $2,400-53.6% | $3,162-64.8% | $3,192-65.1% |
| Admin fee / account holder | $1,282 | $2,820-54.5% | $3,357-61.8% | $4,297-70.2% |