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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 | $30,789 | $65,423-52.9% | $98,477-68.7% | $85,856-64.1% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.3%-19.3pp |
| Annual return | 15.53% | 21.76%-6.2pp | 1493.59%-1478.1pp | 318.58%-303.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,361 | $3,167+6.1% | $4,276-21.4% | $3,952-14.9% |
| Admin fee / account holder | $873 | $4,594-81.0% | $5,951-85.3% | $6,261-86.0% |