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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 | $41,136 | $202,342-79.7% | $172,753-76.2% | $152,909-73.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 18.95% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $929 | $5,857-84.1% | $5,144-81.9% | $4,764-80.5% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,851-40.2% |
| Admin fee / account holder | $2,275 | $17,112-86.7% | $13,956-83.7% | $11,601-80.4% |