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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 | $29,221 | $85,766-65.9% | $136,298-78.6% | $70,126-58.3% |
| Participation rate | 60.4% | 74.2%-13.8pp | 81.9%-21.5pp | 69.5%-9.2pp |
| Annual return | 24.21% | 31.46%-7.2pp | 5156.27%-5132.1pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,539 | $5,051+69.0% | $6,247+36.7% | $3,332+156.3% |
| Admin fee / account holder | $2,210 | $5,421-59.2% | $9,244-76.1% | $4,645-52.4% |