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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 | $144,589 | $150,447-3.9% | $136,298+6.1% | $147,586-2.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 23.09% | 1049.15%-1026.1pp | 5156.27%-5133.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $762 | $5,256-85.5% | $4,696-83.8% | $4,876-84.4% |
| Participant deferral / active EE | $2,498 | $6,631-62.3% | $6,247-60.0% | $5,439-54.1% |
| Admin fee / account holder | $1,094 | $10,906-90.0% | $9,244-88.2% | $10,886-90.0% |