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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 | $76,034 | $202,342-62.4% | $172,753-56.0% | $152,909-50.3% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 31.69% | 1029.88%-998.2pp | 803.00%-771.3pp | 345.46%-313.8pp |
| Employer contribution / active EE | $1,040 | $5,857-82.2% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $2,881 | $5,948-51.6% | $5,198-44.6% | $5,851-50.8% |
| Admin fee / account holder | $329 | $17,112-98.1% | $13,956-97.6% | $11,601-97.2% |