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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 | $31,359 | $202,345-84.5% | $172,755-81.8% | $152,885-79.5% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 18.10% | 1029.77%-1011.7pp | 802.94%-784.8pp | 345.39%-327.3pp |
| Employer contribution / active EE | $1,069 | $5,858-81.8% | $5,144-79.2% | $4,763-77.6% |
| Participant deferral / active EE | $2,411 | $5,948-59.5% | $5,198-53.6% | $5,851-58.8% |
| Admin fee / account holder | $4,730 | $17,111-72.4% | $13,955-66.1% | $11,598-59.2% |