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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 | $59,467+53.6% | $93,727-2.5% | $74,478+22.7% |
| Participation rate | 34.7% | 59.6%-25.0pp | 68.7%-34.1pp | 67.2%-32.6pp |
| Annual return | 15.39% | 82.14%-66.7pp | 133.83%-118.4pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,937 | $3,052-36.5% | $4,417-56.1% | $4,350-55.5% |
| Admin fee / account holder | $1,805 | $3,028-40.4% | $8,292-78.2% | $1,946-7.2% |