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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 | $70,541 | $52,678+33.9% | $75,784-6.9% | $59,633+18.3% |
| Participation rate | 37.3% | 67.2%-29.9pp | 75.8%-38.5pp | 68.7%-31.4pp |
| Annual return | -0.58% | 2.95%-3.5pp | 9.68%-10.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,069 | $2,591-58.7% | $3,652-70.7% | $3,192-66.5% |
| Admin fee / account holder | $10,827 | $3,610+199.9% | $5,300+104.3% | $4,297+152.0% |