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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 | $25,805 | $150,447-82.8% | $136,298-81.1% | $147,586-82.5% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 20.44% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $594 | $5,256-88.7% | $4,696-87.4% | $4,876-87.8% |
| Participant deferral / active EE | $3,073 | $6,631-53.7% | $6,247-50.8% | $5,439-43.5% |
| Admin fee / account holder | $576 | $10,906-94.7% | $9,244-93.8% | $10,886-94.7% |