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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 | $30,907 | $104,520-70.4% | $76,823-59.8% | $152,885-79.8% |
| Participation rate | 57.1% | 76.6%-19.5pp | 72.1%-14.9pp | 82.5%-25.3pp |
| Annual return | 22.41% | 1014.03%-991.6pp | 1166.42%-1144.0pp | 345.39%-323.0pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,772 | $4,236-58.2% | $3,336-46.9% | $5,851-69.7% |
| Admin fee / account holder | $312 | $12,283-97.5% | $6,422-95.1% | $11,598-97.3% |