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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 | $51,296 | $52,678-2.6% | $75,784-32.3% | $59,633-14.0% |
| Participation rate | 52.9% | 67.2%-14.3pp | 75.8%-22.9pp | 68.7%-15.7pp |
| Annual return | -1.38% | 2.95%-4.3pp | 9.68%-11.1pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,309 | $2,591-10.9% | $3,652-36.8% | $3,192-27.7% |
| Admin fee / account holder | $7,126 | $3,610+97.4% | $5,300+34.5% | $4,297+65.8% |