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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 | $44,157 | $101,672-56.6% | $147,117-70.0% | $74,478-40.7% |
| Participation rate | 20.5% | 75.5%-55.0pp | 82.2%-61.7pp | 67.2%-46.7pp |
| Annual return | 15.10% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $2 | $3,813-100.0% | $4,932-100.0% | $2,626-99.9% |
| Participant deferral / active EE | $3,662 | $7,305-49.9% | $8,065-54.6% | $4,350-15.8% |
| Admin fee / account holder | $9,962 | $1,753+468.2% | $12,993-23.3% | $1,946+412.0% |