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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 | $83,756 | $88,754-5.6% | $81,820+2.4% | $145,877-42.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 12.05% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,264 | $4,648-72.8% | $4,323-70.8% | $6,691-81.1% |
| Admin fee / account holder | $98,510 | $8,424+1069.5% | $7,391+1232.9% | $13,402+635.0% |