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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 | $103,340 | $54,380+90.0% | $68,509+50.8% | $59,633+73.3% |
| Participation rate | 43.8% | 70.2%-26.4pp | 74.7%-31.0pp | 68.7%-24.9pp |
| Annual return | -0.31% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,627 | $2,643-0.6% | $3,382-22.3% | $3,192-17.7% |
| Admin fee / account holder | $1,158 | $3,885-70.2% | $5,275-78.1% | $4,297-73.1% |