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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 | $34,708 | $96,388-64.0% | $80,627-57.0% | $139,466-75.1% |
| Participation rate | 64.3% | 73.6%-9.4pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 27.39% | 1352.08%-1324.7pp | 936.76%-909.4pp | 373.66%-346.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,606 | $5,224+7.3% | $4,443+26.2% | $6,712-16.5% |
| Admin fee / account holder | $662 | $6,603-90.0% | $5,381-87.7% | $11,409-94.2% |