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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 | $37,369 | $109,905-66.0% | $98,506-62.1% | $167,553-77.7% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 16.30% | 1960.20%-1943.9pp | 1494.92%-1478.6pp | 478.89%-462.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,994 | $4,674-14.5% | $4,277-6.6% | $6,343-37.0% |
| Admin fee / account holder | $8,463 | $6,760+25.2% | $5,955+42.1% | $12,316-31.3% |