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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 | $15,798 | $57,330-72.4% | $86,656-81.8% | $75,177-79.0% |
| Participation rate | 47.6% | 63.2%-15.6pp | 71.7%-24.1pp | 67.2%-19.6pp |
| Annual return | 78.01% | 2675.40%-2597.4pp | 593.09%-515.1pp | 160.75%-82.7pp |
| Employer contribution / active EE | $34 | $2,316-98.5% | $3,025-98.9% | $2,671-98.7% |
| Participant deferral / active EE | $1,797 | $3,320-45.9% | $4,439-59.5% | $4,126-56.5% |
| Admin fee / account holder | $950 | $4,115-76.9% | $5,619-83.1% | $5,651-83.2% |