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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 | $37,697 | $72,177-47.8% | $115,038-67.2% | $59,633-36.8% |
| Participation rate | 55.4% | 72.6%-17.1pp | 81.4%-25.9pp | 68.7%-13.2pp |
| Annual return | 1.48% | 12.02%-10.5pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,117 | $4,783-34.8% | $6,026-48.3% | $3,192-2.3% |
| Admin fee / account holder | $407 | $4,927-91.7% | $8,175-95.0% | $4,297-90.5% |