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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 | $39,412 | $101,653-61.2% | $147,080-73.2% | $74,459-47.1% |
| Participation rate | 48.8% | 75.6%-26.7pp | 82.2%-33.4pp | 67.2%-18.4pp |
| Annual return | 32.60% | 8754.98%-8722.4pp | 420.17%-387.6pp | 1369.70%-1337.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,322 | $7,304+13.9% | $8,066+3.2% | $4,350+91.3% |
| Admin fee / account holder | $5,479 | $1,752+212.8% | $12,989-57.8% | $1,945+181.7% |