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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 | $100,142 | $48,050+108.4% | $85,969+16.5% | $59,633+67.9% |
| Participation rate | 67.7% | 64.5%+3.3pp | 76.5%-8.8pp | 68.7%-0.9pp |
| Annual return | -1.41% | 0.29%-1.7pp | 9.32%-10.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,638 | $2,249+195.1% | $3,829+73.3% | $3,192+108.0% |
| Admin fee / account holder | $516 | $3,206-83.9% | $6,053-91.5% | $4,297-88.0% |