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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 | $53,125 | $85,766-38.1% | $136,298-61.0% | $70,126-24.2% |
| Participation rate | 58.9% | 74.2%-15.3pp | 81.9%-23.0pp | 69.5%-10.6pp |
| Annual return | 49.86% | 31.46%+18.4pp | 5156.27%-5106.4pp | 73.15%-23.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,877 | $5,051+55.9% | $6,247+26.1% | $3,332+136.4% |
| Admin fee / account holder | $331 | $5,421-93.9% | $9,244-96.4% | $4,645-92.9% |