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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 | $42,833 | $72,177-40.7% | $115,038-62.8% | $59,633-28.2% |
| Participation rate | 62.7% | 72.6%-9.8pp | 81.4%-18.7pp | 68.7%-6.0pp |
| Annual return | 0.35% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,824 | $4,783+63.6% | $6,026+29.8% | $3,192+145.2% |
| Admin fee / account holder | $8,388 | $4,927+70.3% | $8,175+2.6% | $4,297+95.2% |