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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 | $67,430 | $104,924-35.7% | $84,623-20.3% | $152,885-55.9% |
| Participation rate | 28.6% | 74.8%-46.3pp | 68.2%-39.7pp | 82.5%-53.9pp |
| Annual return | 21.54% | 373.82%-352.3pp | 258.77%-237.2pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,850 | $4,689-60.5% | $3,899-52.6% | $5,851-68.4% |
| Admin fee / account holder | $347 | $6,242-94.4% | $4,913-92.9% | $11,598-97.0% |