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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 | $28,614 | $88,778-67.8% | $81,844-65.0% | $145,884-80.4% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 11.62% | 1033.03%-1021.4pp | 778.87%-767.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $150 | $3,087-95.1% | $2,916-94.9% | $4,662-96.8% |
| Participant deferral / active EE | $3,109 | $4,648-33.1% | $4,323-28.1% | $6,690-53.5% |
| Admin fee / account holder | $2,459 | $8,430-70.8% | $7,355-66.6% | $13,392-81.6% |