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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 | $68,263 | $52,678+29.6% | $75,784-9.9% | $59,633+14.5% |
| Participation rate | 46.8% | 67.2%-20.5pp | 75.8%-29.1pp | 68.7%-21.9pp |
| Annual return | -0.04% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,448 | $2,591+33.1% | $3,652-5.6% | $3,192+8.0% |
| Admin fee / account holder | $7,272 | $3,610+101.4% | $5,300+37.2% | $4,297+69.2% |