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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 | $147,055 | $202,342-27.3% | $172,753-14.9% | $152,909-3.8% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.5%-51.2pp |
| Annual return | 21.90% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,938 | $5,948-33.8% | $5,198-24.2% | $5,851-32.7% |
| Admin fee / account holder | $493 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |