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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 | $41,262 | $52,911-22.0% | $73,309-43.7% | $59,633-30.8% |
| Participation rate | 62.5% | 68.2%-5.7pp | 74.9%-12.4pp | 68.7%-6.2pp |
| Annual return | 186.03% | 12.20%+173.8pp | 5.67%+180.4pp | 2041.45%-1855.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,041 | $4,069+122.2% | $4,991+81.1% | $3,192+183.3% |
| Admin fee / account holder | $5,323 | $3,835+38.8% | $5,635-5.5% | $4,297+23.9% |