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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 | $15,571 | $73,839-78.9% | $143,788-89.2% | $68,495-77.3% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -16.33% | 1.01%-17.3pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $153 | $3,184-95.2% | $4,952-96.9% | $2,596-94.1% |
| Participant deferral / active EE | $952 | $3,384-71.9% | $5,638-83.1% | $4,028-76.4% |
| Admin fee / account holder | $1,273 | $5,755-77.9% | $14,675-91.3% | $5,403-76.4% |