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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 | $93,977 | $54,380+72.8% | $68,509+37.2% | $59,633+57.6% |
| Participation rate | 50.9% | 70.2%-19.2pp | 74.7%-23.8pp | 68.7%-17.7pp |
| Annual return | -2.08% | 2.83%-4.9pp | 8.27%-10.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,867 | $2,643-29.4% | $3,382-44.8% | $3,192-41.5% |
| Admin fee / account holder | $2,299 | $3,885-40.8% | $5,275-56.4% | $4,297-46.5% |