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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 | $66,224 | $150,447-56.0% | $136,298-51.4% | $147,586-55.1% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 18.17% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $883 | $5,256-83.2% | $4,696-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $3,255 | $6,631-50.9% | $6,247-47.9% | $5,439-40.1% |
| Admin fee / account holder | $431 | $10,906-96.1% | $9,244-95.3% | $10,886-96.0% |