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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 | $45,591 | $96,691-52.8% | $86,656-47.4% | $139,487-67.3% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 21.67% | 106.87%-85.2pp | 593.09%-571.4pp | 373.84%-352.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,956 | $4,838-18.2% | $4,439-10.9% | $6,713-41.1% |
| Admin fee / account holder | $717 | $6,414-88.8% | $5,619-87.2% | $11,407-93.7% |