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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 | $95,239 | $202,342-52.9% | $172,752-44.9% | $152,897-37.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 15.65% | 1029.83%-1014.2pp | 802.97%-787.3pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,028 | $5,858-82.4% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $4,900 | $5,948-17.6% | $5,198-5.7% | $5,851-16.3% |
| Admin fee / account holder | $5,398 | $17,111-68.5% | $13,955-61.3% | $11,599-53.5% |