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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 | $53,303 | $72,177-26.1% | $115,038-53.7% | $59,633-10.6% |
| Participation rate | 36.1% | 72.6%-36.5pp | 81.4%-45.3pp | 68.7%-32.6pp |
| Annual return | -0.53% | 12.02%-12.5pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,652 | $4,783-23.7% | $6,026-39.4% | $3,192+14.4% |
| Admin fee / account holder | $785 | $4,927-84.1% | $8,175-90.4% | $4,297-81.7% |