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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 | $116,621 | $96,361+21.0% | $80,607+44.7% | $139,456-16.4% |
| Participation rate | 10.0% | 73.6%-63.6pp | 67.0%-57.0pp | 80.3%-70.3pp |
| Annual return | 11.39% | 1350.95%-1339.6pp | 936.11%-924.7pp | 373.45%-362.1pp |
| Employer contribution / active EE | $128 | $3,262-96.1% | $2,724-95.3% | $4,753-97.3% |
| Participant deferral / active EE | $1,002 | $5,232-80.9% | $4,448-77.5% | $6,711-85.1% |
| Admin fee / account holder | $428 | $6,601-93.5% | $5,379-92.0% | $11,407-96.2% |