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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 | $18,303 | $59,332-69.2% | $90,223-79.7% | $59,633-69.3% |
| Participation rate | 64.3% | 71.9%-7.6pp | 79.0%-14.8pp | 68.7%-4.4pp |
| Annual return | -1.16% | 3.25%-4.4pp | 1.31%-2.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $268 | $3,031-91.2% | $4,378-93.9% | $2,203-87.8% |
| Participant deferral / active EE | $2,574 | $4,369-41.1% | $5,792-55.6% | $3,192-19.3% |
| Admin fee / account holder | $6,862 | $5,032+36.4% | $7,406-7.3% | $4,297+59.7% |