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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 | $90,973 | $54,380+67.3% | $68,509+32.8% | $59,633+52.6% |
| Participation rate | 46.4% | 70.2%-23.8pp | 74.7%-28.3pp | 68.7%-22.2pp |
| Annual return | -0.29% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $94 | $1,539-93.9% | $2,278-95.9% | $2,203-95.8% |
| Participant deferral / active EE | $3,416 | $2,643+29.2% | $3,382+1.0% | $3,192+7.0% |
| Admin fee / account holder | $792 | $3,885-79.6% | $5,275-85.0% | $4,297-81.6% |