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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 | $170,768 | $104,577+63.3% | $76,667+122.7% | $152,909+11.7% |
| Participation rate | 66.7% | 76.6%-10.0pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 25.30% | 1014.36%-989.1pp | 1166.74%-1141.4pp | 345.46%-320.2pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,204 | $4,237-0.8% | $3,336+26.0% | $5,851-28.2% |
| Admin fee / account holder | $8,634 | $12,290-29.7% | $6,423+34.4% | $11,601-25.6% |