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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 | $58,633 | $58,726-0.2% | $142,898-59.0% | $85,847-31.7% |
| Participation rate | 58.7% | 58.5%+0.2pp | 72.0%-13.3pp | 69.3%-10.6pp |
| Annual return | 13.40% | 27.73%-14.3pp | 5639.64%-5626.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,498 | $2,609+34.1% | $3,838-8.9% | $3,952-11.5% |
| Admin fee / account holder | $17,567 | $4,234+314.9% | $6,560+167.8% | $6,261+180.6% |