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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 | $54,362 | $65,575-17.1% | $86,209-36.9% | $75,181-27.7% |
| Participation rate | 43.8% | 60.5%-16.7pp | 69.0%-25.2pp | 67.2%-23.4pp |
| Annual return | 15.69% | 46.07%-30.4pp | 1169.05%-1153.4pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,479 | $3,023-18.0% | $3,986-37.8% | $4,126-39.9% |
| Admin fee / account holder | $3,793 | $5,470-30.7% | $6,853-44.6% | $5,650-32.9% |