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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 | $8,316 | $76,634-89.1% | $56,054-85.2% | $145,978-94.3% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.0pp |
| Annual return | 6.13% | 3004.33%-2998.2pp | 1705.95%-1699.8pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,910 | $2,622+49.1% | $1,952+100.3% | $6,690-41.6% |
| Admin fee / account holder | $979 | $3,321-70.5% | $2,822-65.3% | $13,400-92.7% |