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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 | $52,642 | $75,832-30.6% | $147,617-64.3% | $59,633-11.7% |
| Participation rate | 69.4% | 71.6%-2.1pp | 84.6%-15.2pp | 68.7%+0.8pp |
| Annual return | 0.99% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,104 | $3,131+31.1% | $4,895-16.2% | $3,192+28.6% |
| Admin fee / account holder | $3,848 | $5,986-35.7% | $11,612-66.9% | $4,297-10.4% |