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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 | $25,769 | $72,465-64.4% | $67,575-61.9% | $145,884-82.3% |
| Participation rate | 23.1% | 76.9%-53.8pp | 72.9%-49.8pp | 80.3%-57.2pp |
| Annual return | 14.12% | 7222.56%-7208.4pp | 3528.98%-3514.9pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,349 | $4,786-50.9% | $4,003-41.3% | $6,690-64.9% |
| Admin fee / account holder | $536 | $5,515-90.3% | $3,993-86.6% | $13,392-96.0% |