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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 | $32,057 | $102,663-68.8% | $86,216-62.8% | $139,466-77.0% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.0%-60.6pp | 80.3%-72.0pp |
| Annual return | 28.39% | 1924.52%-1896.1pp | 1169.42%-1141.0pp | 373.66%-345.3pp |
| Employer contribution / active EE | $524 | $3,035-82.7% | $2,382-78.0% | $4,754-89.0% |
| Participant deferral / active EE | $2,127 | $4,677-54.5% | $3,986-46.6% | $6,712-68.3% |
| Admin fee / account holder | $6,543 | $8,663-24.5% | $6,853-4.5% | $11,409-42.6% |