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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 | $81,222 | $171,867-52.7% | $149,716-45.7% | $147,585-45.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 17.12% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.58%-561.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,911 | $7,270-60.0% | $6,568-55.7% | $5,439-46.5% |
| Admin fee / account holder | $2,546 | $13,799-81.5% | $11,282-77.4% | $10,886-76.6% |