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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 | $43,260 | $59,448-27.2% | $93,696-53.8% | $74,459-41.9% |
| Participation rate | 67.0% | 59.6%+7.3pp | 68.7%-1.7pp | 67.2%-0.2pp |
| Annual return | 13.14% | 82.11%-69.0pp | 133.74%-120.6pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,018 | $3,052-33.9% | $4,417-54.3% | $4,350-53.6% |
| Admin fee / account holder | $1,208 | $3,027-60.1% | $8,287-85.4% | $1,945-37.9% |