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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 | $95,840 | $150,447-36.3% | $136,298-29.7% | $147,586-35.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 11.07% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $769 | $5,256-85.4% | $4,696-83.6% | $4,876-84.2% |
| Participant deferral / active EE | $2,960 | $6,631-55.4% | $6,247-52.6% | $5,439-45.6% |
| Admin fee / account holder | $4,413 | $10,906-59.5% | $9,244-52.3% | $10,886-59.5% |