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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 | $37,940 | $45,438-16.5% | $80,004-52.6% | $59,633-36.4% |
| Participation rate | 59.4% | 63.7%-4.4pp | 73.0%-13.6pp | 68.7%-9.3pp |
| Annual return | 0.76% | 5.10%-4.3pp | 7.63%-6.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,591 | $2,231-28.7% | $3,204-50.3% | $3,192-50.2% |
| Admin fee / account holder | $1,945 | $3,464-43.9% | $5,033-61.4% | $4,297-54.7% |