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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 | $84,073 | $85,766-2.0% | $136,298-38.3% | $70,126+19.9% |
| Participation rate | 42.1% | 74.2%-32.1pp | 81.9%-39.8pp | 69.5%-27.4pp |
| Annual return | 19.12% | 31.46%-12.3pp | 5156.27%-5137.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,123 | $5,051-38.2% | $6,247-50.0% | $3,332-6.3% |
| Admin fee / account holder | $2,111 | $5,421-61.1% | $9,244-77.2% | $4,645-54.6% |