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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 | $50,170 | $101,672-50.7% | $147,117-65.9% | $74,478-32.6% |
| Participation rate | 22.8% | 75.5%-52.8pp | 82.2%-59.4pp | 67.2%-44.5pp |
| Annual return | 15.60% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,831 | $7,305-47.6% | $8,065-52.5% | $4,350-11.9% |
| Admin fee / account holder | $3,859 | $1,753+120.1% | $12,993-70.3% | $1,946+98.3% |