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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 | $48,918 | $84,685-42.2% | $73,836-33.7% | $125,389-61.0% |
| Participation rate | 30.4% | 76.8%-46.3pp | 73.4%-43.0pp | 83.2%-52.8pp |
| Annual return | 1.23% | 3123.80%-3122.6pp | 2268.06%-2266.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $740 | $3,993-81.5% | $3,583-79.3% | $5,352-86.2% |
| Admin fee / account holder | $911 | $5,694-84.0% | $4,882-81.3% | $9,541-90.4% |