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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 | $31,844 | $202,345-84.3% | $172,755-81.6% | $152,885-79.2% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 20.67% | 1029.77%-1009.1pp | 802.94%-782.3pp | 345.39%-324.7pp |
| Employer contribution / active EE | $540 | $5,858-90.8% | $5,144-89.5% | $4,763-88.7% |
| Participant deferral / active EE | $3,824 | $5,948-35.7% | $5,198-26.4% | $5,851-34.6% |
| Admin fee / account holder | $753 | $17,111-95.6% | $13,955-94.6% | $11,598-93.5% |