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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 | $23,380 | $72,177-67.6% | $115,038-79.7% | $59,633-60.8% |
| Participation rate | 60.7% | 72.6%-11.9pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | -1.41% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,512 | $4,783+36.1% | $6,026+8.1% | $3,192+104.0% |
| Admin fee / account holder | $315 | $4,927-93.6% | $8,175-96.1% | $4,297-92.7% |