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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 | $27,909 | $150,446-81.4% | $136,297-79.5% | $147,585-81.1% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 15.26% | 1049.14%-1033.9pp | 5156.19%-5140.9pp | 578.58%-563.3pp |
| Employer contribution / active EE | $733 | $5,256-86.1% | $4,696-84.4% | $4,876-85.0% |
| Participant deferral / active EE | $2,382 | $6,631-64.1% | $6,247-61.9% | $5,439-56.2% |
| Admin fee / account holder | $1,566 | $10,906-85.6% | $9,244-83.1% | $10,886-85.6% |