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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 | $70,642 | $202,342-65.1% | $172,753-59.1% | $152,909-53.8% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 19.72% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $523 | $5,857-91.1% | $5,144-89.8% | $4,764-89.0% |
| Participant deferral / active EE | $2,375 | $5,948-60.1% | $5,198-54.3% | $5,851-59.4% |
| Admin fee / account holder | $984 | $17,112-94.3% | $13,956-93.0% | $11,601-91.5% |