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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 | $88,734 | $202,326-56.1% | $172,745-48.6% | $152,870-42.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 18.38% | 1029.72%-1011.3pp | 802.90%-784.5pp | 345.34%-327.0pp |
| Employer contribution / active EE | $1,203 | $5,858-79.5% | $5,144-76.6% | $4,763-74.7% |
| Participant deferral / active EE | $2,977 | $5,948-50.0% | $5,197-42.7% | $5,850-49.1% |
| Admin fee / account holder | $520 | $17,110-97.0% | $13,954-96.3% | $11,597-95.5% |