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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 | $157,950 | $150,447+5.0% | $136,298+15.9% | $147,586+7.0% |
| Participation rate | 22.2% | 84.4%-62.2pp | 81.9%-59.7pp | 82.8%-60.6pp |
| Annual return | 13.85% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $641 | $5,256-87.8% | $4,696-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $2,366 | $6,631-64.3% | $6,247-62.1% | $5,439-56.5% |
| Admin fee / account holder | $1,761 | $10,906-83.9% | $9,244-81.0% | $10,886-83.8% |