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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 | $101,672-53.3% | $147,117-67.7% | $74,478-36.3% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.4pp |
| Annual return | 20.98% | 8757.83%-8736.8pp | 420.54%-399.6pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $7 | $3,813-99.8% | $4,932-99.9% | $2,626-99.7% |
| Participant deferral / active EE | $5,115 | $7,305-30.0% | $8,065-36.6% | $4,350+17.6% |
| Admin fee / account holder | $7,310 | $1,753+317.0% | $12,993-43.7% | $1,946+275.7% |