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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 | $34,115 | $150,447-77.3% | $136,298-75.0% | $147,586-76.9% |
| Participation rate | 38.9% | 84.4%-45.5pp | 81.9%-43.0pp | 82.8%-43.9pp |
| Annual return | 11.98% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $640 | $5,256-87.8% | $4,696-86.4% | $4,876-86.9% |
| Participant deferral / active EE | $4,912 | $6,631-25.9% | $6,247-21.4% | $5,439-9.7% |
| Admin fee / account holder | $10,505 | $10,906-3.7% | $9,244+13.6% | $10,886-3.5% |