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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 | $40,322 | $101,653-60.3% | $147,080-72.6% | $74,459-45.8% |
| Participation rate | 20.1% | 75.6%-55.4pp | 82.2%-62.1pp | 67.2%-47.1pp |
| Annual return | 16.74% | 8754.98%-8738.2pp | 420.17%-403.4pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,236 | $7,304-42.0% | $8,066-47.5% | $4,350-2.6% |
| Admin fee / account holder | $5,288 | $1,752+201.9% | $12,989-59.3% | $1,945+171.9% |