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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 | $61,219 | $56,640+8.1% | $78,002-21.5% | $55,167+11.0% |
| Participation rate | 53.6% | 73.3%-19.7pp | 75.5%-22.0pp | 69.0%-15.4pp |
| Annual return | 6.91% | 2868.48%-2861.6pp | 425.99%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,149 | $2,778-22.6% | $3,497-38.5% | $3,054-29.6% |
| Admin fee / account holder | $441 | $467-5.6% | $5,481-92.0% | $504-12.6% |