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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 | $109,889 | $150,447-27.0% | $136,298-19.4% | $147,586-25.5% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 15.81% | 1049.15%-1033.3pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $478 | $5,256-90.9% | $4,696-89.8% | $4,876-90.2% |
| Participant deferral / active EE | $2,451 | $6,631-63.0% | $6,247-60.8% | $5,439-54.9% |
| Admin fee / account holder | $38,753 | $10,906+255.3% | $9,244+319.2% | $10,886+256.0% |