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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 | $17,818 | $43,344-58.9% | $59,899-70.3% | $64,173-72.2% |
| Participation rate | 34.8% | 69.2%-34.3pp | 74.7%-39.8pp | 69.6%-34.7pp |
| Annual return | -4.08% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $196 | $2,030-90.4% | $2,723-92.8% | $2,381-91.8% |
| Participant deferral / active EE | $1,078 | $2,547-57.7% | $3,402-68.3% | $3,470-68.9% |
| Admin fee / account holder | $538 | $3,008-82.1% | $3,592-85.0% | $4,887-89.0% |