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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 | $45,770 | $100,895-54.6% | $90,430-49.4% | $158,950-71.2% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.7%-42.3pp | 82.0%-51.5pp |
| Annual return | 26.94% | 1725.54%-1698.6pp | 1293.73%-1266.8pp | 302.91%-276.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,472 | $4,347-66.1% | $3,963-62.9% | $5,983-75.4% |
| Admin fee / account holder | $2,417 | $6,505-62.9% | $5,613-57.0% | $11,248-78.5% |