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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 | $101,591-55.4% | $147,096-69.2% | $74,429-39.1% |
| Participation rate | 54.4% | 75.5%-21.1pp | 82.2%-27.8pp | 67.2%-12.8pp |
| Annual return | 19.24% | 8746.45%-8727.2pp | 419.75%-400.5pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,619 | $7,302-9.4% | $8,071-18.0% | $4,348+52.2% |
| Admin fee / account holder | $3,029 | $1,750+73.1% | $13,005-76.7% | $1,944+55.8% |