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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 | $58,637 | $65,555-10.6% | $86,216-32.0% | $75,173-22.0% |
| Participation rate | 42.4% | 60.5%-18.1pp | 69.0%-26.5pp | 67.2%-24.8pp |
| Annual return | 17.43% | 46.07%-28.6pp | 1169.42%-1152.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,257 | $3,023+40.8% | $3,986+6.8% | $4,126+3.2% |
| Admin fee / account holder | $11,863 | $5,469+116.9% | $6,853+73.1% | $5,651+109.9% |