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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 | $84,045 | $150,447-44.1% | $136,298-38.3% | $147,586-43.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 21.79% | 1049.15%-1027.4pp | 5156.27%-5134.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $682 | $5,256-87.0% | $4,696-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $3,645 | $6,631-45.0% | $6,247-41.7% | $5,439-33.0% |
| Admin fee / account holder | $511 | $10,906-95.3% | $9,244-94.5% | $10,886-95.3% |