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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 | $106,846 | $150,447-29.0% | $136,298-21.6% | $147,586-27.6% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 22.42% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $653 | $5,256-87.6% | $4,696-86.1% | $4,876-86.6% |
| Participant deferral / active EE | $4,088 | $6,631-38.3% | $6,247-34.6% | $5,439-24.8% |
| Admin fee / account holder | $1,126 | $10,906-89.7% | $9,244-87.8% | $10,886-89.7% |