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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 | $56,741 | $52,678+7.7% | $75,784-25.1% | $59,633-4.8% |
| Participation rate | 33.3% | 67.2%-33.9pp | 75.8%-42.5pp | 68.7%-35.3pp |
| Annual return | -0.57% | 2.95%-3.5pp | 9.68%-10.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $224 | $2,193-89.8% | $3,323-93.2% | $2,203-89.8% |
| Participant deferral / active EE | $1,203 | $2,591-53.6% | $3,652-67.1% | $3,192-62.3% |
| Admin fee / account holder | $1,509 | $3,610-58.2% | $5,300-71.5% | $4,297-64.9% |