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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 | $58,686 | $80,753-27.3% | $136,297-56.9% | $62,293-5.8% |
| Participation rate | 59.1% | 73.5%-14.4pp | 81.9%-22.8pp | 69.5%-10.4pp |
| Annual return | 25.62% | 35.83%-10.2pp | 5156.16%-5130.5pp | 28.90%-3.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,276 | $5,164+21.5% | $6,247+0.5% | $3,169+98.0% |
| Admin fee / account holder | $2,223 | $525+323.2% | $9,244-75.9% | $479+363.8% |