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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 | $47,446 | $70,587-32.8% | $124,693-61.9% | $85,856-44.7% |
| Participation rate | 44.4% | 64.4%-20.0pp | 74.6%-30.2pp | 69.3%-24.9pp |
| Annual return | 11.95% | 20688.83%-20676.9pp | 5144.19%-5132.2pp | 318.58%-306.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,420 | $2,969-18.5% | $4,615-47.6% | $3,952-38.8% |
| Admin fee / account holder | $1,863 | $5,282-64.7% | $7,494-75.1% | $6,261-70.2% |