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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 | $41,391 | $65,704-37.0% | $94,229-56.1% | $59,633-30.6% |
| Participation rate | 51.5% | 72.1%-20.6pp | 78.8%-27.3pp | 68.7%-17.2pp |
| Annual return | -1.92% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $259 | $2,021-87.2% | $3,587-92.8% | $2,203-88.2% |
| Participant deferral / active EE | $1,471 | $3,143-53.2% | $4,320-65.9% | $3,192-53.9% |
| Admin fee / account holder | $805 | $4,265-81.1% | $6,269-87.2% | $4,297-81.3% |