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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 | $38,400 | $85,766-55.2% | $136,298-71.8% | $70,126-45.2% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 57.78% | 31.46%+26.3pp | 5156.27%-5098.5pp | 73.15%-15.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,537 | $5,051+88.8% | $6,247+52.7% | $3,332+186.2% |
| Admin fee / account holder | $1,900 | $5,421-64.9% | $9,244-79.4% | $4,645-59.1% |