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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 | $29,793 | $60,454-50.7% | $81,844-63.6% | $74,459-60.0% |
| Participation rate | 11.4% | 63.0%-51.6pp | 72.4%-61.0pp | 67.2%-55.9pp |
| Annual return | 20.87% | 16.87%+4.0pp | 778.87%-758.0pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $990 | $3,398-70.9% | $4,323-77.1% | $4,350-77.2% |
| Admin fee / account holder | $3,359 | $1,490+125.4% | $7,355-54.3% | $1,945+72.7% |