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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 | $53,018 | $72,177-26.5% | $115,038-53.9% | $59,633-11.1% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -1.66% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,513 | $4,783-5.6% | $6,026-25.1% | $3,192+41.4% |
| Admin fee / account holder | $19,315 | $4,927+292.0% | $8,175+136.3% | $4,297+349.5% |