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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 | $96,086 | $100,041-4.0% | $149,718-35.8% | $70,131+37.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 21.92% | 27.43%-5.5pp | 1501.70%-1479.8pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,014 | $4,983+101.0% | $6,568+52.5% | $3,332+200.6% |
| Admin fee / account holder | $2,246 | $8,286-72.9% | $11,283-80.1% | $4,645-51.7% |