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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 | $61,326 | $54,380+12.8% | $68,509-10.5% | $59,633+2.8% |
| Participation rate | 57.8% | 70.2%-12.4pp | 74.7%-16.9pp | 68.7%-10.9pp |
| Annual return | -1.03% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $253 | $1,539-83.6% | $2,278-88.9% | $2,203-88.5% |
| Participant deferral / active EE | $1,149 | $2,643-56.5% | $3,382-66.0% | $3,192-64.0% |
| Admin fee / account holder | $10,927 | $3,885+181.2% | $5,275+107.2% | $4,297+154.3% |