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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 | $62,989 | $100,060-37.0% | $149,721-57.9% | $70,126-10.2% |
| Participation rate | 69.0% | 83.6%-14.6pp | 87.1%-18.1pp | 69.5%-0.6pp |
| Annual return | 18.44% | 27.46%-9.0pp | 1501.67%-1483.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,613 | $4,982+113.0% | $6,568+61.6% | $3,332+218.5% |
| Admin fee / account holder | $15,699 | $8,285+89.5% | $11,282+39.1% | $4,645+237.9% |