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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 | $22,076 | $110,039-79.9% | $97,260-77.3% | $145,884-84.9% |
| Participation rate | 27.3% | 75.9%-48.6pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 19.76% | 244.44%-224.7pp | 75.54%-55.8pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,240 | $4,674+54.9% | $4,262+69.9% | $6,690+8.2% |
| Admin fee / account holder | $932 | $6,204-85.0% | $5,640-83.5% | $13,392-93.0% |