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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 | $74,939 | $85,766-12.6% | $136,298-45.0% | $70,126+6.9% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 18.39% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,927 | $5,051+96.5% | $6,247+58.9% | $3,332+198.0% |
| Admin fee / account holder | $8,126 | $5,421+49.9% | $9,244-12.1% | $4,645+74.9% |