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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 | $100,749 | $202,342-50.2% | $172,752-41.7% | $152,897-34.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 20.14% | 1029.83%-1009.7pp | 802.97%-782.8pp | 345.43%-325.3pp |
| Employer contribution / active EE | $912 | $5,858-84.4% | $5,144-82.3% | $4,764-80.8% |
| Participant deferral / active EE | $12,600 | $5,948+111.8% | $5,198+142.4% | $5,851+115.3% |
| Admin fee / account holder | $1,302 | $17,111-92.4% | $13,955-90.7% | $11,599-88.8% |