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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 | $77,113 | $45,566+69.2% | $64,105+20.3% | $59,633+29.3% |
| Participation rate | 48.9% | 60.2%-11.3pp | 68.2%-19.3pp | 68.7%-19.8pp |
| Annual return | -0.36% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,165 | $2,057+5.3% | $2,822-23.3% | $3,192-32.2% |
| Admin fee / account holder | $1,670 | $3,268-48.9% | $4,499-62.9% | $4,297-61.1% |