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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 | $59,122 | $202,342-70.8% | $172,752-65.8% | $152,897-61.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 52.89% | 1029.83%-976.9pp | 802.97%-750.1pp | 345.43%-292.5pp |
| Employer contribution / active EE | $970 | $5,858-83.4% | $5,144-81.1% | $4,764-79.6% |
| Participant deferral / active EE | $4,317 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $735 | $17,111-95.7% | $13,955-94.7% | $11,599-93.7% |