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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 | $38,897 | $150,447-74.1% | $136,298-71.5% | $147,586-73.6% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 16.98% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $885 | $5,256-83.2% | $4,696-81.2% | $4,876-81.8% |
| Participant deferral / active EE | $2,197 | $6,631-66.9% | $6,247-64.8% | $5,439-59.6% |
| Admin fee / account holder | $521 | $10,906-95.2% | $9,244-94.4% | $10,886-95.2% |