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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 | $52,550 | $150,446-65.1% | $136,297-61.4% | $147,585-64.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 18.68% | 1049.14%-1030.5pp | 5156.19%-5137.5pp | 578.58%-559.9pp |
| Employer contribution / active EE | $479 | $5,256-90.9% | $4,696-89.8% | $4,876-90.2% |
| Participant deferral / active EE | $2,900 | $6,631-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $2,142 | $10,906-80.4% | $9,244-76.8% | $10,886-80.3% |