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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 | $84,429 | $59,448+42.0% | $93,696-9.9% | $74,459+13.4% |
| Participation rate | 27.4% | 59.6%-32.3pp | 68.7%-41.4pp | 67.2%-39.9pp |
| Annual return | 14.13% | 82.11%-68.0pp | 133.74%-119.6pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,791 | $3,052-41.3% | $4,417-59.5% | $4,350-58.8% |
| Admin fee / account holder | $2,738 | $3,027-9.6% | $8,287-67.0% | $1,945+40.8% |