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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 | $54,789 | $202,342-72.9% | $172,753-68.3% | $152,909-64.2% |
| Participation rate | 34.8% | 87.1%-52.3pp | 82.6%-47.9pp | 82.5%-47.7pp |
| Annual return | 24.91% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $190 | $5,857-96.8% | $5,144-96.3% | $4,764-96.0% |
| Participant deferral / active EE | $2,091 | $5,948-64.9% | $5,198-59.8% | $5,851-64.3% |
| Admin fee / account holder | $311 | $17,112-98.2% | $13,956-97.8% | $11,601-97.3% |