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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 | $76,368-48.3% | $67,681-41.7% | $154,746-74.5% |
| Participation rate | 47.6% | 79.0%-31.3pp | 73.7%-26.1pp | 80.7%-33.1pp |
| Annual return | 12.79% | 1066.77%-1054.0pp | 590.58%-577.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,009 | $4,824-16.9% | $3,976+0.8% | $6,730-40.4% |
| Admin fee / account holder | $628 | $8,559-92.7% | $6,100-89.7% | $14,365-95.6% |