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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 | $24,983 | $76,368-67.3% | $67,681-63.1% | $154,746-83.9% |
| Participation rate | 68.8% | 79.0%-10.2pp | 73.7%-5.0pp | 80.7%-12.0pp |
| Annual return | 10.59% | 1066.77%-1056.2pp | 590.58%-580.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,243 | $4,824-74.2% | $3,976-68.7% | $6,730-81.5% |
| Admin fee / account holder | $2,798 | $8,559-67.3% | $6,100-54.1% | $14,365-80.5% |