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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 | $197,406 | $202,342-2.4% | $172,753+14.3% | $152,909+29.1% |
| Participation rate | 31.6% | 87.1%-55.5pp | 82.6%-51.1pp | 82.5%-50.9pp |
| Annual return | 22.67% | 1029.88%-1007.2pp | 803.00%-780.3pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,094 | $5,857-81.3% | $5,144-78.7% | $4,764-77.0% |
| Participant deferral / active EE | $4,318 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $895 | $17,112-94.8% | $13,956-93.6% | $11,601-92.3% |