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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 | $36,660 | $88,778-58.7% | $81,844-55.2% | $145,884-74.9% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 14.24% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,819 | $4,648+3.7% | $4,323+11.5% | $6,690-28.0% |
| Admin fee / account holder | $9,630 | $8,430+14.2% | $7,355+30.9% | $13,392-28.1% |