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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 | $30,439 | $48,570-37.3% | $130,660-76.7% | $72,975-58.3% |
| Participation rate | 29.7% | 58.6%-28.8pp | 71.7%-42.0pp | 69.5%-39.8pp |
| Annual return | 92.83% | 38.63%+54.2pp | 1709.29%-1616.5pp | 81.01%+11.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,229 | $2,384-48.4% | $3,603-65.9% | $3,608-65.9% |
| Admin fee / account holder | $2,546 | $3,549-28.3% | $5,463-53.4% | $5,124-50.3% |