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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 | $90,588 | $150,447-39.8% | $136,298-33.5% | $147,586-38.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.74% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $437 | $5,256-91.7% | $4,696-90.7% | $4,876-91.0% |
| Participant deferral / active EE | $7,654 | $6,631+15.4% | $6,247+22.5% | $5,439+40.7% |
| Admin fee / account holder | $302 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |