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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 | $52,144 | $52,678-1.0% | $75,784-31.2% | $59,633-12.6% |
| Participation rate | 66.7% | 67.2%-0.6pp | 75.8%-9.2pp | 68.7%-2.0pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,175 | $2,591+22.5% | $3,652-13.1% | $3,192-0.5% |
| Admin fee / account holder | $1,807 | $3,610-49.9% | $5,300-65.9% | $4,297-57.9% |