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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 | $40,647 | $150,447-73.0% | $136,298-70.2% | $147,586-72.5% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 18.43% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $824 | $5,256-84.3% | $4,696-82.5% | $4,876-83.1% |
| Participant deferral / active EE | $2,678 | $6,631-59.6% | $6,247-57.1% | $5,439-50.8% |
| Admin fee / account holder | $420 | $10,906-96.1% | $9,244-95.5% | $10,886-96.1% |