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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 | $46,638 | $65,440-28.7% | $98,506-52.7% | $85,851-45.7% |
| Participation rate | 67.9% | 65.0%+2.8pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 13.76% | 21.75%-8.0pp | 1494.92%-1481.2pp | 318.63%-304.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,191 | $3,168-30.8% | $4,277-48.8% | $3,952-44.6% |
| Admin fee / account holder | $1,119 | $4,596-75.6% | $5,955-81.2% | $6,261-82.1% |