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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 | $76,186 | $65,704+16.0% | $94,229-19.1% | $59,633+27.8% |
| Participation rate | 59.1% | 72.1%-13.0pp | 78.8%-19.7pp | 68.7%-9.6pp |
| Annual return | -1.37% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $273 | $2,021-86.5% | $3,587-92.4% | $2,203-87.6% |
| Participant deferral / active EE | $1,435 | $3,143-54.3% | $4,320-66.8% | $3,192-55.0% |
| Admin fee / account holder | $2,316 | $4,265-45.7% | $6,269-63.1% | $4,297-46.1% |