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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 | $57,768 | $65,575-11.9% | $86,209-33.0% | $75,181-23.2% |
| Participation rate | 58.1% | 60.5%-2.4pp | 69.0%-10.9pp | 67.2%-9.1pp |
| Annual return | 15.92% | 46.07%-30.1pp | 1169.05%-1153.1pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,835 | $3,023-39.3% | $3,986-54.0% | $4,126-55.5% |
| Admin fee / account holder | $3,062 | $5,470-44.0% | $6,853-55.3% | $5,650-45.8% |