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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 | $208,690 | $150,447+38.7% | $136,298+53.1% | $147,586+41.4% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 16.31% | 1049.15%-1032.8pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $746 | $5,256-85.8% | $4,696-84.1% | $4,876-84.7% |
| Participant deferral / active EE | $4,364 | $6,631-34.2% | $6,247-30.2% | $5,439-19.8% |
| Admin fee / account holder | $555 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |