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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 | $182,571 | $202,342-9.8% | $172,752+5.7% | $152,897+19.4% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 17.48% | 1029.83%-1012.3pp | 802.97%-785.5pp | 345.43%-327.9pp |
| Employer contribution / active EE | $1,064 | $5,858-81.8% | $5,144-79.3% | $4,764-77.7% |
| Participant deferral / active EE | $3,130 | $5,948-47.4% | $5,198-39.8% | $5,851-46.5% |
| Admin fee / account holder | $1,824 | $17,111-89.3% | $13,955-86.9% | $11,599-84.3% |