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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 | $45,941 | $85,766-46.4% | $136,298-66.3% | $70,126-34.5% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 20.42% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,100 | $5,051+80.1% | $6,247+45.7% | $3,332+173.1% |
| Admin fee / account holder | $3,211 | $5,421-40.8% | $9,244-65.3% | $4,645-30.9% |