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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 | $50,176 | $65,704-23.6% | $94,229-46.8% | $59,633-15.9% |
| Participation rate | 66.3% | 72.1%-5.9pp | 78.8%-12.5pp | 68.7%-2.4pp |
| Annual return | -1.27% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $320 | $2,021-84.2% | $3,587-91.1% | $2,203-85.5% |
| Participant deferral / active EE | $2,159 | $3,143-31.3% | $4,320-50.0% | $3,192-32.4% |
| Admin fee / account holder | $693 | $4,265-83.8% | $6,269-89.0% | $4,297-83.9% |