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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 | $45,098 | $70,587-36.1% | $124,694-63.8% | $85,851-47.5% |
| Participation rate | 38.1% | 64.4%-26.3pp | 74.6%-36.5pp | 69.3%-31.2pp |
| Annual return | 11.71% | 20688.83%-20677.1pp | 5144.82%-5133.1pp | 318.63%-306.9pp |
| Employer contribution / active EE | $286 | $1,913-85.1% | $3,325-91.4% | $2,565-88.9% |
| Participant deferral / active EE | $1,337 | $2,969-54.9% | $4,615-71.0% | $3,952-66.2% |
| Admin fee / account holder | $5,513 | $5,282+4.4% | $7,495-26.4% | $6,261-11.9% |