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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 | $67,988 | $48,050+41.5% | $85,969-20.9% | $59,633+14.0% |
| Participation rate | 25.0% | 64.5%-39.5pp | 76.5%-51.5pp | 68.7%-43.7pp |
| Annual return | -0.90% | 0.29%-1.2pp | 9.32%-10.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,122 | $2,249-50.1% | $3,829-70.7% | $3,192-64.8% |
| Admin fee / account holder | $6,035 | $3,206+88.2% | $6,053-0.3% | $4,297+40.4% |