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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 | $45,348 | $101,499-55.3% | $147,005-69.2% | $74,546-39.2% |
| Participation rate | 54.4% | 75.5%-21.1pp | 82.2%-27.7pp | 67.2%-12.8pp |
| Annual return | 19.24% | 8732.34%-8713.1pp | 418.76%-399.5pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,619 | $7,304-9.4% | $8,070-18.0% | $4,347+52.3% |
| Admin fee / account holder | $3,029 | $1,748+73.3% | $13,006-76.7% | $1,944+55.9% |