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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 | $25,376 | $88,754-71.4% | $81,820-69.0% | $145,877-82.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 44.92% | 1031.77%-986.9pp | 777.93%-733.0pp | 551.28%-506.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,570 | $4,648+62.9% | $4,323+75.1% | $6,691+13.1% |
| Admin fee / account holder | $2,623 | $8,424-68.9% | $7,391-64.5% | $13,402-80.4% |