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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 | $86,603 | $100,033-13.4% | $149,716-42.2% | $70,124+23.5% |
| Participation rate | 62.7% | 83.6%-20.9pp | 87.1%-24.4pp | 69.5%-6.8pp |
| Annual return | 26.09% | 27.43%-1.3pp | 1501.67%-1475.6pp | 73.14%-47.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,242 | $4,982+145.7% | $6,568+86.4% | $3,332+267.4% |
| Admin fee / account holder | $19,876 | $8,285+139.9% | $11,282+76.2% | $4,645+327.9% |