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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 | $60,261+5.7% | $81,783-22.1% | $74,546-14.5% |
| Participation rate | 19.0% | 62.9%-43.9pp | 72.4%-53.4pp | 67.2%-48.2pp |
| Annual return | 14.86% | 16.88%-2.0pp | 775.05%-760.2pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $834 | $3,388-75.4% | $4,320-80.7% | $4,347-80.8% |
| Admin fee / account holder | $22,780 | $1,482+1436.6% | $7,380+208.7% | $1,944+1072.0% |