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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 | $32,464 | $59,006-45.0% | $97,197-66.6% | $74,429-56.4% |
| Participation rate | 33.3% | 63.7%-30.4pp | 72.7%-39.4pp | 67.2%-33.9pp |
| Annual return | 52.57% | 16.04%+36.5pp | 75.47%-22.9pp | 1368.38%-1315.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,959 | $3,671+35.1% | $4,263+16.3% | $4,348+14.0% |
| Admin fee / account holder | $7,601 | $1,974+285.1% | $5,637+34.8% | $1,944+291.0% |