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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 | $31,362 | $150,446-79.2% | $136,297-77.0% | $147,585-78.8% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 17.50% | 1049.14%-1031.6pp | 5156.19%-5138.7pp | 578.58%-561.1pp |
| Employer contribution / active EE | $459 | $5,256-91.3% | $4,696-90.2% | $4,876-90.6% |
| Participant deferral / active EE | $6,303 | $6,631-4.9% | $6,247+0.9% | $5,439+15.9% |
| Admin fee / account holder | $1,189 | $10,906-89.1% | $9,244-87.1% | $10,886-89.1% |