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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 | $58,485 | $85,766-31.8% | $136,297-57.1% | $70,131-16.6% |
| Participation rate | 43.6% | 74.2%-30.6pp | 81.9%-38.3pp | 69.5%-26.0pp |
| Annual return | 73.49% | 31.45%+42.0pp | 5156.16%-5082.7pp | 73.14%+0.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,507 | $5,051-10.8% | $6,247-27.9% | $3,332+35.3% |
| Admin fee / account holder | $375 | $5,420-93.1% | $9,244-95.9% | $4,645-91.9% |