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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 | $29,841 | $72,446-58.8% | $67,561-55.8% | $145,877-79.5% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 11.02% | 7211.98%-7201.0pp | 3525.44%-3514.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,690 | $4,785-64.7% | $4,003-57.8% | $6,691-74.7% |
| Admin fee / account holder | $644 | $5,541-88.4% | $4,006-83.9% | $13,402-95.2% |