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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 | $89,844 | $60,139+49.4% | $90,461-0.7% | $79,856+12.5% |
| Participation rate | 49.2% | 65.0%-15.8pp | 72.7%-23.5pp | 69.6%-20.5pp |
| Annual return | 28.63% | 71.96%-43.3pp | 1294.76%-1266.1pp | 31.71%-3.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $781 | $2,939-73.4% | $3,964-80.3% | $3,741-79.1% |
| Admin fee / account holder | $3,463 | $3,978-12.9% | $5,617-38.3% | $5,306-34.7% |