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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 | $158,572 | $202,342-21.6% | $172,753-8.2% | $152,909+3.7% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 20.41% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $943 | $5,857-83.9% | $5,144-81.7% | $4,764-80.2% |
| Participant deferral / active EE | $2,336 | $5,948-60.7% | $5,198-55.1% | $5,851-60.1% |
| Admin fee / account holder | $1,093 | $17,112-93.6% | $13,956-92.2% | $11,601-90.6% |