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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 | $74,659 | $56,640+31.8% | $78,002-4.3% | $55,167+35.3% |
| Participation rate | 45.1% | 73.3%-28.2pp | 75.5%-30.4pp | 69.0%-23.9pp |
| Annual return | 15.27% | 2868.48%-2853.2pp | 425.99%-410.7pp | 169.23%-154.0pp |
| Employer contribution / active EE | $345 | $1,724-80.0% | $2,470-86.0% | $1,963-82.4% |
| Participant deferral / active EE | $1,626 | $2,778-41.5% | $3,497-53.5% | $3,054-46.7% |
| Admin fee / account holder | $11,806 | $467+2430.6% | $5,481+115.4% | $504+2242.9% |