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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 | $45,607 | $80,812-43.6% | $160,784-71.6% | $82,448-44.7% |
| Participation rate | 40.0% | 66.2%-26.2pp | 77.0%-37.0pp | 68.1%-28.1pp |
| Annual return | 15.87% | 100.59%-84.7pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,468 | $4,335-43.1% | $6,293-60.8% | $4,139-40.4% |
| Admin fee / account holder | $1,303 | $7,695-83.1% | $9,717-86.6% | $7,234-82.0% |