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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 | $31,914 | $56,197-43.2% | $67,652-52.8% | $59,633-46.5% |
| Participation rate | 52.1% | 71.5%-19.3pp | 75.7%-23.5pp | 68.7%-16.5pp |
| Annual return | 83.27% | 18508.10%-18424.8pp | 6625.40%-6542.1pp | 2041.45%-1958.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,237 | $2,844-21.3% | $3,560-37.2% | $3,192-29.9% |
| Admin fee / account holder | $5,247 | $3,958+32.6% | $4,821+8.8% | $4,297+22.1% |