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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 | $29,367 | $150,447-80.5% | $136,298-78.5% | $147,586-80.1% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 10.89% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $316 | $5,256-94.0% | $4,696-93.3% | $4,876-93.5% |
| Participant deferral / active EE | $6,222 | $6,631-6.2% | $6,247-0.4% | $5,439+14.4% |
| Admin fee / account holder | $2,523 | $10,906-76.9% | $9,244-72.7% | $10,886-76.8% |