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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 | $97,846 | $202,345-51.6% | $172,755-43.4% | $152,885-36.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 21.29% | 1029.77%-1008.5pp | 802.94%-781.7pp | 345.39%-324.1pp |
| Employer contribution / active EE | $553 | $5,858-90.6% | $5,144-89.3% | $4,763-88.4% |
| Participant deferral / active EE | $3,980 | $5,948-33.1% | $5,198-23.4% | $5,851-32.0% |
| Admin fee / account holder | $17,610 | $17,111+2.9% | $13,955+26.2% | $11,598+51.8% |