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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 | $34,517 | $88,754-61.1% | $81,820-57.8% | $145,877-76.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.61% | 1031.77%-1021.2pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $265 | $3,085-91.4% | $2,915-90.9% | $4,663-94.3% |
| Participant deferral / active EE | $1,060 | $4,648-77.2% | $4,323-75.5% | $6,691-84.2% |
| Admin fee / account holder | $6,619 | $8,424-21.4% | $7,391-10.4% | $13,402-50.6% |