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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 | $23,792 | $109,905-78.4% | $98,506-75.8% | $167,553-85.8% |
| Participation rate | 36.8% | 75.8%-39.0pp | 73.3%-36.5pp | 82.1%-45.3pp |
| Annual return | 19.98% | 1960.20%-1940.2pp | 1494.92%-1474.9pp | 478.89%-458.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,702 | $4,674+0.6% | $4,277+9.9% | $6,343-25.9% |
| Admin fee / account holder | $1,576 | $6,760-76.7% | $5,955-73.5% | $12,316-87.2% |