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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 | $66,541 | $81,763-18.6% | $58,561+13.6% | $139,466-52.3% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.2pp |
| Annual return | 17.04% | 7427.77%-7410.7pp | 4251.33%-4234.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,716 | $2,555-32.8% | $1,923-10.8% | $6,712-74.4% |
| Admin fee / account holder | $324 | $3,273-90.1% | $2,520-87.1% | $11,409-97.2% |