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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 | $67,518 | $99,011-31.8% | $86,582-22.0% | $147,586-54.3% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | 16.64% | 1312.75%-1296.1pp | 965.08%-948.4pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,131 | $3,972+79.5% | $3,609+97.6% | $5,439+31.1% |
| Admin fee / account holder | $2,829 | $5,709-50.5% | $4,904-42.3% | $10,886-74.0% |