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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 | $91,760 | $150,446-39.0% | $136,297-32.7% | $147,585-37.8% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.3pp |
| Annual return | 21.47% | 1049.14%-1027.7pp | 5156.19%-5134.7pp | 578.58%-557.1pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $2,196 | $6,631-66.9% | $6,247-64.8% | $5,439-59.6% |
| Admin fee / account holder | $1,078 | $10,906-90.1% | $9,244-88.3% | $10,886-90.1% |