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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 | $68,199 | $65,704+3.8% | $94,229-27.6% | $59,633+14.4% |
| Participation rate | 40.7% | 72.1%-31.4pp | 78.8%-38.0pp | 68.7%-27.9pp |
| Annual return | -1.30% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,498 | $3,143+11.3% | $4,320-19.0% | $3,192+9.6% |
| Admin fee / account holder | $51,566 | $4,265+1109.2% | $6,269+722.5% | $4,297+1100.1% |