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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 | $35,351 | $82,028-56.9% | $123,105-71.3% | $59,633-40.7% |
| Participation rate | 67.7% | 83.2%-15.5pp | 86.8%-19.0pp | 68.7%-0.9pp |
| Annual return | -0.40% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $651 | $3,297-80.3% | $5,151-87.4% | $2,203-70.5% |
| Participant deferral / active EE | $2,603 | $4,667-44.2% | $6,229-58.2% | $3,192-18.4% |
| Admin fee / account holder | $620 | $5,879-89.5% | $9,014-93.1% | $4,297-85.6% |