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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 | $25,375 | $173,397-85.4% | $135,987-81.3% | $145,877-82.6% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.4%-32.7pp | 80.3%-36.6pp |
| Annual return | 8.53% | 1166.18%-1157.6pp | 580.01%-571.5pp | 551.28%-542.7pp |
| Employer contribution / active EE | $143 | $5,281-97.3% | $4,214-96.6% | $4,663-96.9% |
| Participant deferral / active EE | $2,713 | $8,710-68.9% | $7,027-61.4% | $6,691-59.5% |
| Admin fee / account holder | $11,865 | $9,663+22.8% | $6,716+76.7% | $13,402-11.5% |