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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 | $63,344 | $202,342-68.7% | $172,752-63.3% | $152,897-58.6% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 22.12% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,076 | $5,858-81.6% | $5,144-79.1% | $4,764-77.4% |
| Participant deferral / active EE | $2,371 | $5,948-60.1% | $5,198-54.4% | $5,851-59.5% |
| Admin fee / account holder | $2,976 | $17,111-82.6% | $13,955-78.7% | $11,599-74.3% |