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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 | $111,562 | $202,345-44.9% | $172,755-35.4% | $152,885-27.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 24.90% | 1029.77%-1004.9pp | 802.94%-778.0pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,154 | $5,858-80.3% | $5,144-77.6% | $4,763-75.8% |
| Participant deferral / active EE | $3,886 | $5,948-34.7% | $5,198-25.2% | $5,851-33.6% |
| Admin fee / account holder | $1,366 | $17,111-92.0% | $13,955-90.2% | $11,598-88.2% |