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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 | $105,543 | $72,465+45.6% | $67,575+56.2% | $145,884-27.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 18.65% | 7222.56%-7203.9pp | 3528.98%-3510.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $10 | $3,074-99.7% | $2,736-99.6% | $4,662-99.8% |
| Participant deferral / active EE | $2,782 | $4,786-41.9% | $4,003-30.5% | $6,690-58.4% |
| Admin fee / account holder | $4,030 | $5,515-26.9% | $3,993+0.9% | $13,392-69.9% |