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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 | $63,031 | $52,911+19.1% | $73,309-14.0% | $59,633+5.7% |
| Participation rate | 57.7% | 68.2%-10.5pp | 74.9%-17.2pp | 68.7%-11.0pp |
| Annual return | -1.33% | 12.20%-13.5pp | 5.67%-7.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,135 | $4,069-23.0% | $4,991-37.2% | $3,192-1.8% |
| Admin fee / account holder | $1,297 | $3,835-66.2% | $5,635-77.0% | $4,297-69.8% |