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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 | $67,740 | $202,342-66.5% | $172,752-60.8% | $152,897-55.7% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 19.24% | 1029.83%-1010.6pp | 802.97%-783.7pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,126 | $5,858-80.8% | $5,144-78.1% | $4,764-76.4% |
| Participant deferral / active EE | $3,799 | $5,948-36.1% | $5,198-26.9% | $5,851-35.1% |
| Admin fee / account holder | $989 | $17,111-94.2% | $13,955-92.9% | $11,599-91.5% |