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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 | $38,811 | $99,011-60.8% | $86,582-55.2% | $147,586-73.7% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 15.87% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $934 | $3,972-76.5% | $3,609-74.1% | $5,439-82.8% |
| Admin fee / account holder | $1,174 | $5,709-79.4% | $4,904-76.1% | $10,886-89.2% |