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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 | $42,723 | $39,798+7.3% | $67,704-36.9% | $59,633-28.4% |
| Participation rate | 60.0% | 57.4%+2.6pp | 67.5%-7.5pp | 68.7%-8.7pp |
| Annual return | 2.12% | 89.94%-87.8pp | 25.41%-23.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,499 | $2,335+92.7% | $3,585+25.5% | $3,192+41.0% |
| Admin fee / account holder | $11,515 | $3,212+258.5% | $4,255+170.6% | $4,297+168.0% |