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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 | $114,153 | $150,447-24.1% | $136,298-16.2% | $147,586-22.7% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 22.04% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $622 | $5,256-88.2% | $4,696-86.8% | $4,876-87.2% |
| Participant deferral / active EE | $3,572 | $6,631-46.1% | $6,247-42.8% | $5,439-34.3% |
| Admin fee / account holder | $5,648 | $10,906-48.2% | $9,244-38.9% | $10,886-48.1% |