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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 | $27,440 | $48,570-43.5% | $130,660-79.0% | $72,983-62.4% |
| Participation rate | 48.4% | 58.6%-10.1pp | 71.7%-23.3pp | 69.5%-21.0pp |
| Annual return | 26.63% | 38.63%-12.0pp | 1709.29%-1682.7pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,496 | $2,384+130.5% | $3,603+52.5% | $3,608+52.3% |
| Admin fee / account holder | $443 | $3,549-87.5% | $5,463-91.9% | $5,124-91.3% |