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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 | $88,815-3.9% | $81,882+4.3% | $145,897-41.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.3pp |
| Annual return | 20.29% | 1033.75%-1013.5pp | 779.47%-759.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,427 | $4,647-69.3% | $4,323-67.0% | $6,689-78.7% |
| Admin fee / account holder | $22,043 | $8,434+161.3% | $7,360+199.5% | $13,390+64.6% |