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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 | $83,844 | $85,766-2.2% | $136,298-38.5% | $70,126+19.6% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 19.93% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,170 | $5,051+41.9% | $6,247+14.8% | $3,332+115.2% |
| Admin fee / account holder | $16,473 | $5,421+203.9% | $9,244+78.2% | $4,645+254.6% |