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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 | $55,630 | $39,162+42.1% | $100,671-44.7% | $59,632-6.7% |
| Participation rate | 60.3% | 55.9%+4.4pp | 70.7%-10.5pp | 68.7%-8.4pp |
| Annual return | -0.76% | 21.07%-21.8pp | 20.43%-21.2pp | 2041.32%-2042.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,075 | $1,992+4.2% | $3,144-34.0% | $3,192-35.0% |
| Admin fee / account holder | $3,849 | $2,969+29.6% | $4,850-20.6% | $4,297-10.4% |