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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 | $20,048 | $48,576-58.7% | $169,452-88.2% | $56,287-64.4% |
| Participation rate | 65.0% | 65.8%-0.8pp | 77.8%-12.7pp | 69.9%-4.8pp |
| Annual return | -2.69% | -2.51%-0.2pp | 1.83%-4.5pp | -9.96%+7.3pp |
| Employer contribution / active EE | $93 | $1,559-94.1% | $4,157-97.8% | $2,111-95.6% |
| Participant deferral / active EE | $3,973 | $3,275+21.3% | $5,277-24.7% | $3,350+18.6% |
| Admin fee / account holder | $1,007 | $435+131.3% | $9,110-89.0% | $521+93.2% |