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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 | $41,170 | $180,462-77.2% | $154,111-73.3% | $135,379-69.6% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | 72.76% | 888.17%-815.4pp | 735.18%-662.4pp | 519.79%-447.0pp |
| Employer contribution / active EE | $523 | $6,036-91.3% | $5,298-90.1% | $4,779-89.0% |
| Participant deferral / active EE | $4,067 | $5,806-30.0% | $5,081-20.0% | $5,609-27.5% |
| Admin fee / account holder | $1,426 | $16,145-91.2% | $13,411-89.4% | $10,828-86.8% |