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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 | $45,109 | $114,130-60.5% | $96,192-53.1% | $167,553-73.1% |
| Participation rate | 52.2% | 75.1%-22.9pp | 68.4%-16.3pp | 82.1%-29.9pp |
| Annual return | 13.89% | 190.07%-176.2pp | 192.09%-178.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,699 | $5,198-67.3% | $4,351-61.0% | $6,343-73.2% |
| Admin fee / account holder | $1,699 | $6,901-75.4% | $5,539-69.3% | $12,316-86.2% |