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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 | $167,460 | $150,447+11.3% | $136,298+22.9% | $147,586+13.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.88% | 1049.15%-1027.3pp | 5156.27%-5134.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $691 | $5,256-86.9% | $4,696-85.3% | $4,876-85.8% |
| Participant deferral / active EE | $4,706 | $6,631-29.0% | $6,247-24.7% | $5,439-13.5% |
| Admin fee / account holder | $7,817 | $10,906-28.3% | $9,244-15.4% | $10,886-28.2% |