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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 | $122,143 | $202,342-39.6% | $172,752-29.3% | $152,897-20.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 34.24% | 1029.83%-995.6pp | 802.97%-768.7pp | 345.43%-311.2pp |
| Employer contribution / active EE | $1,200 | $5,858-79.5% | $5,144-76.7% | $4,764-74.8% |
| Participant deferral / active EE | $3,607 | $5,948-39.4% | $5,198-30.6% | $5,851-38.4% |
| Admin fee / account holder | $536 | $17,111-96.9% | $13,955-96.2% | $11,599-95.4% |