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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 | $101,026 | $72,177+40.0% | $115,038-12.2% | $59,633+69.4% |
| Participation rate | 60.5% | 72.6%-12.1pp | 81.4%-20.9pp | 68.7%-8.2pp |
| Annual return | -2.04% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,522 | $4,783+15.5% | $6,026-8.4% | $3,192+73.0% |
| Admin fee / account holder | $5,603 | $4,927+13.7% | $8,175-31.5% | $4,297+30.4% |