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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 | $101,539-61.2% | $147,041-73.2% | $74,400-47.0% |
| Participation rate | 48.8% | 75.5%-26.7pp | 82.2%-33.3pp | 67.2%-18.4pp |
| Annual return | 32.60% | 8740.84%-8708.2pp | 419.21%-386.6pp | 1367.51%-1334.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,322 | $7,304+13.9% | $8,071+3.1% | $4,348+91.4% |
| Admin fee / account holder | $5,479 | $1,749+213.2% | $13,006-57.9% | $1,944+181.9% |