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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 | $55,471 | $45,566+21.7% | $64,105-13.5% | $59,633-7.0% |
| Participation rate | 23.6% | 60.2%-36.6pp | 68.2%-44.6pp | 68.7%-45.1pp |
| Annual return | 0.52% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,196 | $2,057-41.8% | $2,822-57.6% | $3,192-62.5% |
| Admin fee / account holder | $3,667 | $3,268+12.2% | $4,499-18.5% | $4,297-14.7% |