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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 | $36,162 | $185,225-80.5% | $142,898-74.7% | $167,553-78.4% |
| Participation rate | 39.1% | 78.5%-39.3pp | 72.0%-32.8pp | 82.1%-43.0pp |
| Annual return | 13.59% | 8558.12%-8544.5pp | 5639.64%-5626.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,624 | $4,496-41.6% | $3,838-31.7% | $6,343-58.6% |
| Admin fee / account holder | $7,191 | $8,032-10.5% | $6,560+9.6% | $12,316-41.6% |