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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 | $10,055 | $47,479-78.8% | $62,929-84.0% | $82,448-87.8% |
| Participation rate | 64.4% | 66.9%-2.5pp | 73.1%-8.7pp | 68.1%-3.7pp |
| Annual return | 53.54% | 20.34%+33.2pp | 1063.93%-1010.4pp | 41.64%+11.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,814 | $2,870-2.0% | $3,888-27.6% | $4,139-32.0% |
| Admin fee / account holder | $1,420 | $3,804-62.7% | $5,065-72.0% | $7,234-80.4% |