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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 | $55,404 | $76,368-27.5% | $67,681-18.1% | $154,746-64.2% |
| Participation rate | 52.4% | 79.0%-26.6pp | 73.7%-21.3pp | 80.7%-28.3pp |
| Annual return | 14.97% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,952 | $4,824-59.5% | $3,976-50.9% | $6,730-71.0% |
| Admin fee / account holder | $2,769 | $8,559-67.7% | $6,100-54.6% | $14,365-80.7% |