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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 | $85,093 | $65,703+29.5% | $94,224-9.7% | $59,632+42.7% |
| Participation rate | 51.4% | 72.1%-20.8pp | 78.8%-27.4pp | 68.7%-17.3pp |
| Annual return | 0.28% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.32%-2041.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,459 | $3,143+73.7% | $4,320+26.4% | $3,192+71.0% |
| Admin fee / account holder | $3,218 | $4,264-24.5% | $6,269-48.7% | $4,297-25.1% |