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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 | $52,527 | $59,456-11.7% | $93,669-43.9% | $74,429-29.4% |
| Participation rate | 31.6% | 59.6%-28.0pp | 68.7%-37.1pp | 67.2%-35.6pp |
| Annual return | 11.15% | 82.00%-70.9pp | 133.59%-122.4pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,532 | $3,052-17.0% | $4,416-42.7% | $4,348-41.8% |
| Admin fee / account holder | $1,705 | $3,026-43.6% | $8,291-79.4% | $1,944-12.3% |