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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 | $114,623 | $59,456+92.8% | $93,669+22.4% | $74,429+54.0% |
| Participation rate | 19.8% | 59.6%-39.8pp | 68.7%-48.9pp | 67.2%-47.4pp |
| Annual return | 13.05% | 82.00%-69.0pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,836 | $3,052-39.8% | $4,416-58.4% | $4,348-57.8% |
| Admin fee / account holder | $1,469 | $3,026-51.4% | $8,291-82.3% | $1,944-24.4% |