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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 | $39,488 | $96,123-58.9% | $77,361-49.0% | $198,609-80.1% |
| Participation rate | 47.6% | 81.1%-33.5pp | 75.0%-27.4pp | 82.4%-34.8pp |
| Annual return | 12.79% | 2054.81%-2042.0pp | 1011.54%-998.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,009 | $4,975-19.4% | $3,911+2.5% | $6,977-42.5% |
| Admin fee / account holder | $628 | $9,471-93.4% | $5,894-89.3% | $19,030-96.7% |