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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 | $57,706 | $52,911+9.1% | $73,309-21.3% | $59,633-3.2% |
| Participation rate | 58.1% | 68.2%-10.2pp | 74.9%-16.8pp | 68.7%-10.6pp |
| Annual return | 0.78% | 12.20%-11.4pp | 5.67%-4.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,311 | $4,069+30.5% | $4,991+6.4% | $3,192+66.4% |
| Admin fee / account holder | $968 | $3,835-74.8% | $5,635-82.8% | $4,297-77.5% |