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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 | $48,360 | $47,977+0.8% | $154,111-68.6% | $56,287-14.1% |
| Participation rate | 31.2% | 66.2%-35.0pp | 83.0%-51.8pp | 69.9%-38.6pp |
| Annual return | 515.04% | 3.54%+511.5pp | 735.18%-220.1pp | -9.96%+525.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,188 | $2,392-8.5% | $5,081-56.9% | $3,350-34.7% |
| Admin fee / account holder | $10,780 | $438+2359.8% | $13,411-19.6% | $521+1969.3% |