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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 | $47,324 | $60,393-21.6% | $81,820-42.2% | $74,429-36.4% |
| Participation rate | 47.0% | 62.9%-15.9pp | 72.4%-25.4pp | 67.2%-20.2pp |
| Annual return | 16.64% | 16.89%-0.3pp | 777.93%-761.3pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $234 | $2,626-91.1% | $2,915-92.0% | $2,625-91.1% |
| Participant deferral / active EE | $3,652 | $3,397+7.5% | $4,323-15.5% | $4,348-16.0% |
| Admin fee / account holder | $6,882 | $1,491+361.7% | $7,391-6.9% | $1,944+254.0% |