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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 | $85,394 | $88,754-3.8% | $81,820+4.4% | $145,877-41.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.2pp |
| Annual return | 20.29% | 1031.77%-1011.5pp | 777.93%-757.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,427 | $4,648-69.3% | $4,323-67.0% | $6,691-78.7% |
| Admin fee / account holder | $22,043 | $8,424+161.7% | $7,391+198.3% | $13,402+64.5% |