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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 | $31,864 | $109,905-71.0% | $98,506-67.7% | $167,553-81.0% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 15.31% | 1960.20%-1944.9pp | 1494.92%-1479.6pp | 478.89%-463.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,959 | $4,674-15.3% | $4,277-7.4% | $6,343-37.6% |
| Admin fee / account holder | $1,190 | $6,760-82.4% | $5,955-80.0% | $12,316-90.3% |