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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 | $170,144 | $202,345-15.9% | $172,755-1.5% | $152,885+11.3% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 23.79% | 1029.77%-1006.0pp | 802.94%-779.2pp | 345.39%-321.6pp |
| Employer contribution / active EE | $900 | $5,858-84.6% | $5,144-82.5% | $4,763-81.1% |
| Participant deferral / active EE | $2,700 | $5,948-54.6% | $5,198-48.1% | $5,851-53.9% |
| Admin fee / account holder | $424 | $17,111-97.5% | $13,955-97.0% | $11,598-96.3% |