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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 | $58,556 | $85,766-31.7% | $136,298-57.0% | $70,126-16.5% |
| Participation rate | 62.4% | 74.2%-11.8pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 31.02% | 31.46%-0.4pp | 5156.27%-5125.3pp | 73.15%-42.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,847 | $5,051-4.0% | $6,247-22.4% | $3,332+45.5% |
| Admin fee / account holder | $346 | $5,421-93.6% | $9,244-96.3% | $4,645-92.5% |