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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 | $88,907 | $202,326-56.1% | $172,745-48.5% | $152,870-41.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 22.57% | 1029.72%-1007.2pp | 802.90%-780.3pp | 345.34%-322.8pp |
| Employer contribution / active EE | $1,019 | $5,858-82.6% | $5,144-80.2% | $4,763-78.6% |
| Participant deferral / active EE | $3,865 | $5,948-35.0% | $5,197-25.6% | $5,850-33.9% |
| Admin fee / account holder | $389 | $17,110-97.7% | $13,954-97.2% | $11,597-96.6% |