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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 | $199,310 | $202,342-1.5% | $172,753+15.4% | $152,909+30.3% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 29.33% | 1029.88%-1000.5pp | 803.00%-773.7pp | 345.46%-316.1pp |
| Employer contribution / active EE | $1,126 | $5,857-80.8% | $5,144-78.1% | $4,764-76.4% |
| Participant deferral / active EE | $2,593 | $5,948-56.4% | $5,198-50.1% | $5,851-55.7% |
| Admin fee / account holder | $3,125 | $17,112-81.7% | $13,956-77.6% | $11,601-73.1% |