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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 | $22,386 | $176,105-87.3% | $159,474-86.0% | $167,536-86.6% |
| Participation rate | 68.2% | 85.0%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 25.53% | 331.91%-306.4pp | 263.68%-238.1pp | 478.82%-453.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,133 | $7,751-59.6% | $7,353-57.4% | $6,342-50.6% |
| Admin fee / account holder | $2,805 | $12,559-77.7% | $10,802-74.0% | $12,315-77.2% |