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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 | $61,821 | $80,812-23.5% | $160,784-61.6% | $82,448-25.0% |
| Participation rate | 42.7% | 66.2%-23.6pp | 77.0%-34.3pp | 68.1%-25.4pp |
| Annual return | 15.21% | 100.59%-85.4pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,326 | $4,335+22.9% | $6,293-15.4% | $4,139+28.7% |
| Admin fee / account holder | $5,622 | $7,695-26.9% | $9,717-42.1% | $7,234-22.3% |