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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 | $22,604 | $88,754-74.5% | $81,820-72.4% | $145,877-84.5% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 12.29% | 1031.77%-1019.5pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,650 | $4,648-21.5% | $4,323-15.6% | $6,691-45.4% |
| Admin fee / account holder | $553 | $8,424-93.4% | $7,391-92.5% | $13,402-95.9% |