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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 | $57,940 | $156,927-63.1% | $121,169-52.2% | $139,456-58.5% |
| Participation rate | 10.0% | 76.4%-66.4pp | 69.5%-59.5pp | 80.3%-70.3pp |
| Annual return | 14.33% | 1475.85%-1461.5pp | 986.71%-972.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,020 | $4,848-79.0% | $4,083-75.0% | $6,711-84.8% |
| Admin fee / account holder | $7,096 | $6,946+2.2% | $5,645+25.7% | $11,407-37.8% |