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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 | $56,440 | $85,766-34.2% | $136,298-58.6% | $70,126-19.5% |
| Participation rate | 50.6% | 74.2%-23.5pp | 81.9%-31.3pp | 69.5%-18.9pp |
| Annual return | 18.86% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,374 | $5,051-13.4% | $6,247-30.0% | $3,332+31.3% |
| Admin fee / account holder | $8,710 | $5,421+60.7% | $9,244-5.8% | $4,645+87.5% |