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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 | $91,370 | $59,402+53.8% | $93,654-2.4% | $74,546+22.6% |
| Participation rate | 34.7% | 59.7%-25.0pp | 68.7%-34.1pp | 67.2%-32.6pp |
| Annual return | 15.39% | 81.86%-66.5pp | 133.34%-118.0pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,937 | $3,049-36.5% | $4,413-56.1% | $4,347-55.4% |
| Admin fee / account holder | $1,805 | $3,023-40.3% | $8,282-78.2% | $1,944-7.1% |