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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 | $55,418 | $109,872-49.6% | $98,483-43.7% | $167,536-66.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 16.68% | 1959.31%-1942.6pp | 1494.38%-1477.7pp | 478.82%-462.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,720 | $4,673-41.8% | $4,276-36.4% | $6,342-57.1% |
| Admin fee / account holder | $4,925 | $6,757-27.1% | $5,953-17.3% | $12,315-60.0% |