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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 | $64,856 | $65,704-1.3% | $94,229-31.2% | $59,633+8.8% |
| Participation rate | 45.9% | 72.1%-26.2pp | 78.8%-32.8pp | 68.7%-22.7pp |
| Annual return | -0.16% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,961 | $3,143+57.8% | $4,320+14.8% | $3,192+55.4% |
| Admin fee / account holder | $6,052 | $4,265+41.9% | $6,269-3.5% | $4,297+40.9% |