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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 | $25,799 | $138,102-81.3% | $125,381-79.4% | $134,532-80.8% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | 1038.19% | 750.73%+287.5pp | 572.31%+465.9pp | 418.27%+619.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,887 | $7,801-50.2% | $7,448-47.8% | $6,401-39.3% |
| Admin fee / account holder | $1,638 | $11,568-85.8% | $10,007-83.6% | $11,429-85.7% |