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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 | $82,439 | $71,197+15.8% | $93,669-12.0% | $80,925+1.9% |
| Participation rate | 15.7% | 60.4%-44.7pp | 68.7%-53.0pp | 67.7%-51.9pp |
| Annual return | 58.78% | 11.27%+47.5pp | 133.59%-74.8pp | 35.65%+23.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,733 | $4,036-57.1% | $4,416-60.8% | $4,299-59.7% |
| Admin fee / account holder | $3,468 | $6,959-50.2% | $8,291-58.2% | $6,940-50.0% |