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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 | $89,246 | $72,177+23.6% | $115,038-22.4% | $59,633+49.7% |
| Participation rate | 55.9% | 72.6%-16.7pp | 81.4%-25.5pp | 68.7%-12.8pp |
| Annual return | -1.27% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $380 | $2,841-86.6% | $4,608-91.8% | $2,203-82.7% |
| Participant deferral / active EE | $3,773 | $4,783-21.1% | $6,026-37.4% | $3,192+18.2% |
| Admin fee / account holder | $3,027 | $4,927-38.6% | $8,175-63.0% | $4,297-29.6% |