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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 | $74,495 | $150,447-50.5% | $136,298-45.3% | $147,586-49.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 13.89% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $229 | $5,256-95.6% | $4,696-95.1% | $4,876-95.3% |
| Participant deferral / active EE | $3,812 | $6,631-42.5% | $6,247-39.0% | $5,439-29.9% |
| Admin fee / account holder | $441 | $10,906-96.0% | $9,244-95.2% | $10,886-95.9% |