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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 | $104,036 | $202,342-48.6% | $172,753-39.8% | $152,909-32.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.75% | 1029.88%-1006.1pp | 803.00%-779.3pp | 345.46%-321.7pp |
| Employer contribution / active EE | $667 | $5,857-88.6% | $5,144-87.0% | $4,764-86.0% |
| Participant deferral / active EE | $5,694 | $5,948-4.3% | $5,198+9.6% | $5,851-2.7% |
| Admin fee / account holder | $1,091 | $17,112-93.6% | $13,956-92.2% | $11,601-90.6% |