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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 | $20,210 | $80,812-75.0% | $160,784-87.4% | $82,448-75.5% |
| Participation rate | 51.3% | 66.2%-15.0pp | 77.0%-25.7pp | 68.1%-16.8pp |
| Annual return | 14.34% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,393 | $4,335-67.9% | $6,293-77.9% | $4,139-66.3% |
| Admin fee / account holder | $657 | $7,695-91.5% | $9,717-93.2% | $7,234-90.9% |