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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 | $23,080 | $57,285-59.7% | $86,605-73.4% | $75,173-69.3% |
| Participation rate | 20.0% | 63.2%-43.2pp | 71.7%-51.7pp | 67.2%-47.2pp |
| Annual return | 890.82% | 2671.04%-1780.2pp | 591.39%+299.4pp | 160.65%+730.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,421 | $3,318-27.0% | $4,438-45.4% | $4,126-41.3% |
| Admin fee / account holder | $2,788 | $4,112-32.2% | $5,611-50.3% | $5,651-50.7% |