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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 | $107,436 | $150,447-28.6% | $136,298-21.2% | $147,586-27.2% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 16.69% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $445 | $5,256-91.5% | $4,696-90.5% | $4,876-90.9% |
| Participant deferral / active EE | $2,826 | $6,631-57.4% | $6,247-54.8% | $5,439-48.0% |
| Admin fee / account holder | $614 | $10,906-94.4% | $9,244-93.4% | $10,886-94.4% |