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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 | $47,448 | $101,591-53.3% | $147,096-67.7% | $74,429-36.3% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.4pp |
| Annual return | 20.98% | 8746.45%-8725.5pp | 419.75%-398.8pp | 1368.38%-1347.4pp |
| Employer contribution / active EE | $7 | $3,813-99.8% | $4,936-99.9% | $2,625-99.7% |
| Participant deferral / active EE | $5,115 | $7,302-30.0% | $8,071-36.6% | $4,348+17.6% |
| Admin fee / account holder | $7,310 | $1,750+317.7% | $13,005-43.8% | $1,944+276.0% |