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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 | $110,369 | $171,867-35.8% | $149,721-26.3% | $147,586-25.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.32% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,191 | $6,275-81.0% | $5,444-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $4,621 | $7,270-36.4% | $6,568-29.6% | $5,439-15.0% |
| Admin fee / account holder | $12,439 | $13,799-9.9% | $11,282+10.2% | $10,886+14.3% |