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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 | $42,112 | $82,028-48.7% | $123,105-65.8% | $59,633-29.4% |
| Participation rate | 67.3% | 83.2%-15.9pp | 86.8%-19.5pp | 68.7%-1.4pp |
| Annual return | 1.49% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,879 | $4,667-38.3% | $6,229-53.8% | $3,192-9.8% |
| Admin fee / account holder | $1,073 | $5,879-81.7% | $9,014-88.1% | $4,297-75.0% |