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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 | $36,439 | $69,771-47.8% | $67,524-46.0% | $74,400-51.0% |
| Participation rate | 47.7% | 71.4%-23.6pp | 72.9%-25.2pp | 67.2%-19.5pp |
| Annual return | 12.45% | -40.49%+52.9pp | 3519.41%-3507.0pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,390 | $3,638-6.8% | $4,001-15.3% | $4,348-22.0% |
| Admin fee / account holder | $3,394 | $889+281.7% | $4,001-15.2% | $1,944+74.6% |