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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 | $43,107 | $80,812-46.7% | $160,784-73.2% | $82,448-47.7% |
| Participation rate | 56.4% | 66.2%-9.9pp | 77.0%-20.6pp | 68.1%-11.7pp |
| Annual return | 14.97% | 100.59%-85.6pp | 1803.92%-1788.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,922 | $4,335-55.7% | $6,293-69.5% | $4,139-53.6% |
| Admin fee / account holder | $1,117 | $7,695-85.5% | $9,717-88.5% | $7,234-84.6% |