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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 | $220,003 | $124,187+77.2% | $108,410+102.9% | $167,518+31.3% |
| Participation rate | 68.2% | 82.3%-14.1pp | 80.1%-12.0pp | 82.1%-13.9pp |
| Annual return | 18.28% | 1379.80%-1361.5pp | 905.34%-887.1pp | 478.71%-460.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,883 | $6,908+72.0% | $6,562+81.1% | $6,342+87.4% |
| Admin fee / account holder | $10,480 | $9,456+10.8% | $7,296+43.6% | $12,312-14.9% |