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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 | $103,382 | $180,749-42.8% | $160,784-35.7% | $137,256-24.7% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 15.42% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,635 | $6,844+70.0% | $6,293+84.9% | $6,407+81.6% |
| Admin fee / account holder | $950 | $10,397-90.9% | $9,717-90.2% | $12,270-92.3% |