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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 | $84,139 | $80,812+4.1% | $160,784-47.7% | $82,448+2.1% |
| Participation rate | 56.1% | 66.2%-10.1pp | 77.0%-20.8pp | 68.1%-11.9pp |
| Annual return | 19.41% | 100.59%-81.2pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,843 | $4,335+34.8% | $6,293-7.2% | $4,139+41.1% |
| Admin fee / account holder | $2,393 | $7,695-68.9% | $9,717-75.4% | $7,234-66.9% |