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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 | $164,568 | $65,703+150.5% | $94,224+74.7% | $59,632+176.0% |
| Participation rate | 65.5% | 72.1%-6.6pp | 78.8%-13.3pp | 68.7%-3.2pp |
| Annual return | 1.36% | 5.22%-3.9pp | 10.68%-9.3pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,898 | $3,143+87.6% | $4,320+36.5% | $3,192+84.8% |
| Admin fee / account holder | $754 | $4,264-82.3% | $6,269-88.0% | $4,297-82.4% |