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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 | $50,949 | $114,130-55.4% | $96,192-47.0% | $167,553-69.6% |
| Participation rate | 38.1% | 75.1%-37.0pp | 68.4%-30.3pp | 82.1%-44.0pp |
| Annual return | 357.76% | 190.07%+167.7pp | 192.09%+165.7pp | 478.89%-121.1pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,875 | $5,198-63.9% | $4,351-56.9% | $6,343-70.4% |
| Admin fee / account holder | $2,439 | $6,901-64.7% | $5,539-56.0% | $12,316-80.2% |