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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 | $49,062 | $72,465-32.3% | $67,575-27.4% | $145,884-66.4% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.8pp | 80.3%-34.1pp |
| Annual return | 20.33% | 7222.56%-7202.2pp | 3528.98%-3508.7pp | 551.85%-531.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,304 | $4,786+52.6% | $4,003+82.4% | $6,690+9.2% |
| Admin fee / account holder | $2,418 | $5,515-56.2% | $3,993-39.4% | $13,392-81.9% |