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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 | $42,553 | $76,634-44.5% | $56,054-24.1% | $145,978-70.8% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 8.73% | 3004.33%-2995.6pp | 1705.95%-1697.2pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,150 | $2,622+20.1% | $1,952+61.4% | $6,690-52.9% |
| Admin fee / account holder | $1,436 | $3,321-56.8% | $2,822-49.1% | $13,400-89.3% |