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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 | $89,336 | $202,345-55.8% | $172,755-48.3% | $152,885-41.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 22.66% | 1029.77%-1007.1pp | 802.94%-780.3pp | 345.39%-322.7pp |
| Employer contribution / active EE | $1,210 | $5,858-79.3% | $5,144-76.5% | $4,763-74.6% |
| Participant deferral / active EE | $3,424 | $5,948-42.4% | $5,198-34.1% | $5,851-41.5% |
| Admin fee / account holder | $1,780 | $17,111-89.6% | $13,955-87.2% | $11,598-84.7% |