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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 | $109,673 | $150,447-27.1% | $136,298-19.5% | $147,586-25.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.99% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $669 | $5,256-87.3% | $4,696-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,168 | $6,631-67.3% | $6,247-65.3% | $5,439-60.1% |
| Admin fee / account holder | $445 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |