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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 | $63,722 | $60,393+5.5% | $81,820-22.1% | $74,429-14.4% |
| Participation rate | 19.0% | 62.9%-43.9pp | 72.4%-53.4pp | 67.2%-48.2pp |
| Annual return | 14.86% | 16.89%-2.0pp | 777.93%-763.1pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $834 | $3,397-75.4% | $4,323-80.7% | $4,348-80.8% |
| Admin fee / account holder | $22,780 | $1,491+1428.1% | $7,391+208.2% | $1,944+1071.6% |