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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 | $43,160 | $57,312-24.7% | $86,617-50.2% | $75,181-42.6% |
| Participation rate | 24.4% | 63.2%-38.8pp | 71.7%-47.3pp | 67.2%-42.8pp |
| Annual return | 14.67% | 2672.78%-2658.1pp | 591.91%-577.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,351 | $3,319-59.3% | $4,437-69.6% | $4,126-67.3% |
| Admin fee / account holder | $2,023 | $4,114-50.8% | $5,613-64.0% | $5,650-64.2% |