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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 | $56,490 | $54,380+3.9% | $68,509-17.5% | $59,633-5.3% |
| Participation rate | 56.7% | 70.2%-13.5pp | 74.7%-18.1pp | 68.7%-12.0pp |
| Annual return | 0.88% | 2.83%-2.0pp | 8.27%-7.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,204 | $2,643-54.5% | $3,382-64.4% | $3,192-62.3% |
| Admin fee / account holder | $611 | $3,885-84.3% | $5,275-88.4% | $4,297-85.8% |