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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 | $111,330 | $65,704+69.4% | $94,229+18.1% | $59,633+86.7% |
| Participation rate | 59.2% | 72.1%-12.9pp | 78.8%-19.6pp | 68.7%-9.5pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $319 | $2,021-84.2% | $3,587-91.1% | $2,203-85.5% |
| Participant deferral / active EE | $2,829 | $3,143-10.0% | $4,320-34.5% | $3,192-11.4% |
| Admin fee / account holder | $722 | $4,265-83.1% | $6,269-88.5% | $4,297-83.2% |