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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 | $23,520 | $102,635-77.1% | $86,209-72.7% | $139,456-83.1% |
| Participation rate | 68.8% | 74.5%-5.8pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 17.42% | 1923.53%-1906.1pp | 1169.05%-1151.6pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,830 | $4,677-39.5% | $3,986-29.0% | $6,711-57.8% |
| Admin fee / account holder | $3,926 | $8,661-54.7% | $6,853-42.7% | $11,407-65.6% |