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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 | $122,247 | $75,832+61.2% | $147,618-17.2% | $59,633+105.0% |
| Participation rate | 63.0% | 71.6%-8.6pp | 84.6%-21.7pp | 68.7%-5.7pp |
| Annual return | 1.11% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,289 | $3,131+5.1% | $4,895-32.8% | $3,192+3.1% |
| Admin fee / account holder | $493 | $5,986-91.8% | $11,612-95.8% | $4,297-88.5% |