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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 | $71,425 | $150,446-52.5% | $136,297-47.6% | $147,585-51.6% |
| Participation rate | 39.1% | 84.4%-45.3pp | 81.9%-42.8pp | 82.8%-43.7pp |
| Annual return | 18.61% | 1049.14%-1030.5pp | 5156.19%-5137.6pp | 578.58%-560.0pp |
| Employer contribution / active EE | $864 | $5,256-83.6% | $4,696-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,261 | $6,631-65.9% | $6,247-63.8% | $5,439-58.4% |
| Admin fee / account holder | $2,844 | $10,906-73.9% | $9,244-69.2% | $10,886-73.9% |