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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 | $61,009 | $202,342-69.8% | $172,753-64.7% | $152,909-60.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 33.98% | 1029.88%-995.9pp | 803.00%-769.0pp | 345.46%-311.5pp |
| Employer contribution / active EE | $957 | $5,857-83.7% | $5,144-81.4% | $4,764-79.9% |
| Participant deferral / active EE | $2,386 | $5,948-59.9% | $5,198-54.1% | $5,851-59.2% |
| Admin fee / account holder | $3,826 | $17,112-77.6% | $13,956-72.6% | $11,601-67.0% |