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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 | $62,048 | $39,162+58.4% | $100,671-38.4% | $59,633+4.0% |
| Participation rate | 57.1% | 55.9%+1.3pp | 70.7%-13.6pp | 68.7%-11.5pp |
| Annual return | -0.56% | 21.07%-21.6pp | 20.43%-21.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,994 | $1,992+150.7% | $3,144+58.9% | $3,192+56.5% |
| Admin fee / account holder | $3,401 | $2,969+14.6% | $4,850-29.9% | $4,297-20.8% |