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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 | $36,689 | $65,555-44.0% | $86,216-57.4% | $75,173-51.2% |
| Participation rate | 63.2% | 60.5%+2.7pp | 69.0%-5.8pp | 67.2%-4.0pp |
| Annual return | 14.15% | 46.07%-31.9pp | 1169.42%-1155.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,546 | $3,023-48.9% | $3,986-61.2% | $4,126-62.5% |
| Admin fee / account holder | $2,574 | $5,469-52.9% | $6,853-62.4% | $5,651-54.4% |