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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 | $108,993 | $72,177+51.0% | $115,038-5.3% | $59,633+82.8% |
| Participation rate | 47.2% | 72.6%-25.3pp | 81.4%-34.1pp | 68.7%-21.4pp |
| Annual return | -1.95% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,639 | $4,783-3.0% | $6,026-23.0% | $3,192+45.3% |
| Admin fee / account holder | $1,660 | $4,927-66.3% | $8,175-79.7% | $4,297-61.4% |