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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 | $41,209 | $150,447-72.6% | $136,298-69.8% | $147,586-72.1% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 14.10% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $702 | $5,256-86.6% | $4,696-85.0% | $4,876-85.6% |
| Participant deferral / active EE | $4,786 | $6,631-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | $437 | $10,906-96.0% | $9,244-95.3% | $10,886-96.0% |