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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 | $43,412 | $90,170-51.9% | $150,734-71.2% | $69,733-37.7% |
| Participation rate | 42.4% | 60.2%-17.9pp | 78.4%-36.1pp | 62.5%-20.1pp |
| Annual return | 28.35% | 16.56%+11.8pp | 600.81%-572.5pp | 15.22%+13.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $6,870 | $3,086+122.6% | $5,610+22.5% | $3,054+124.9% |
| Admin fee / account holder | $1,757 | $4,600-61.8% | $14,905-88.2% | $3,102-43.4% |