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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 | $49,372 | $209,336-76.4% | $197,124-75.0% | $137,256-64.0% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 88.16% | 48.09%+40.1pp | 44.34%+43.8pp | 220.34%-132.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,070 | $9,614+77.5% | $9,135+86.9% | $6,407+166.4% |
| Admin fee / account holder | $31,000 | $17,308+79.1% | $16,298+90.2% | $12,270+152.6% |